Consolidated Planning Corp
HD icon

Consolidated Planning Corp’s Home Depot HD Stock Holding History

Consolidated Planning Corp’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.37M Buy
11,858
+424
+4% +$139K 0.46% 40
2026
Q2 		$4.03M Sell
11,434
-223
-2% -$72.5K 0.54% 34
2026
Q1 		$3.83M Sell
11,657
-86
-0.7% -$31.3K 0.62% 33
2025
Q4 		$4.04M Sell
11,743
-268
-2% -$98.2K 0.41% 73
2025
Q3 		$4.87M Sell
12,011
-16,885
-58% -$6.64M 0.51% 68
2025
Q2 		$10.6M Buy
28,896
+1,154
+4% +$418K 1.33% 21
2025
Q1 		$10.2M Sell
27,742
-1,987
-7% -$774K 1.4% 18
2024
Q4 		$11.6M Buy
29,729
+960
+3% +$392K 1.57% 15
2024
Q3 		$11.7M Buy
28,769
+1,951
+7% +$712K 1.73% 15
2024
Q2 		$9.23M Buy
26,818
+1,619
+6% +$552K 1.52% 15
2024
Q1 		$9.7M Sell
25,199
-595
-2% -$217K 1.65% 14
2023
Q4 		$8.94M Sell
25,794
-4,221
-14% -$1.31M 1.66% 12
2023
Q3 		$9.07M Buy
30,015
+2,111
+8% +$679K 2.01% 9
2023
Q2 		$8.67M Sell
27,904
-14,899
-35% -$4.4M 1.82% 11
2023
Q1 		$12.6M Sell
42,803
-596
-1% -$183K 3.27% 5
2022
Q4 		$13.7M Buy
43,399
+17,989
+71% +$5.48M 3.79% 5
2022
Q3 		$7.01M Sell
25,410
-17,511
-41% -$5.17M 2.19% 9
2022
Q2 		$11.8M Buy
42,921
+35,635
+489% +$10.5M 3.68% 3
2022
Q1 		$2.18M Sell
7,286
-996
-12% -$345K 1.51% 11
2021
Q4 		$3.44M Buy
8,282
+52
+0.6% +$19.8K 2.22% 11
2021
Q3 		$2.7M Sell
8,230
-121
-1% -$39.7K 1.76% 11
2021
Q2 		$2.66M Buy
8,351
+20
+0.2% +$6.36K 1.97% 11
2021
Q1 		$2.54M Sell
8,331
-128
-2% -$35.3K 1.62% 11
2020
Q4 		$2.25M Sell
8,459
-485
-5% -$133K 1.46% 12
2020
Q3 		$2.48M Buy
8,944
+21
+0.2% +$5.69K 1.85% 10
2020
Q2 		$2.24M Buy
8,923
+876
+11% +$201K 2.19% 9
2020
Q1 		$1.5M Buy
8,047
+55
+0.7% +$12.1K 1.89% 8
2019
Q4 		$1.74M Buy
+7,992
New +$1.81M 1.73% 9

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Consolidated Planning Corp's HD Position: Q3 2026 in Review

Consolidated Planning Corp increased its Home Depot (HD) stake by 3.7% in Q3 2026, buying an estimated $139K and bringing the position to 11,858 shares worth $3.37M. The position accounts for 0.46% of the portfolio, ranked #40.

Consolidated Planning Corp first reported a position in HD in Q4 2019 and has held it in 28 quarters since. The position peaked at $13.7M in Q4 2022. 1,490 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Consolidated Planning Corp held 11,858 shares of Home Depot worth $3.37M as of Q3 2026.
  • Consolidated Planning Corp bought 424 Home Depot shares in Q3 2026, an estimated $139K.
  • Home Depot made up 0.46% of Consolidated Planning Corp's portfolio in Q3 2026, its #40 holding.
  • Consolidated Planning Corp first reported a position in Home Depot in Q4 2019 and has held it in 28 quarters since.
  • Consolidated Planning Corp's Home Depot position peaked at $13.7M in Q4 2022.
  • 1,490 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.