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Davidson Kahn Capital Management’s Sherwin-Williams SHW Stock Holding History

Davidson Kahn Capital Management’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Sell
1,026
-52
-5% -$16.6K 0.15% 55
2026
Q1 		$345K Sell
1,078
-679
-39% -$234K 0.18% 49
2025
Q4 		$569K Hold
1,757
– – 0.3% 50
2025
Q3 		$609K Buy
1,757
+37
+2% +$13K 0.34% 48
2025
Q2 		$593K Buy
1,720
+274
+19% +$94.9K 0.38% 46
2025
Q1 		$505K Buy
1,446
+186
+15% +$65.3K 0.39% 44
2024
Q4 		$428K Buy
+1,260
New +$470K 0.39% 44

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Davidson Kahn Capital Management's SHW Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its Sherwin-Williams (SHW) stake by 4.8% in Q2 2026, selling an estimated $16.6K and leaving 1,026 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #55.

Davidson Kahn Capital Management first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $609K in Q3 2025. 475 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Davidson Kahn Capital Management held 1,026 shares of Sherwin-Williams worth $353K as of Q2 2026.
  • Davidson Kahn Capital Management sold 52 Sherwin-Williams shares in Q2 2026, an estimated $16.6K.
  • Sherwin-Williams made up 0.15% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #55 holding.
  • Davidson Kahn Capital Management first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • Davidson Kahn Capital Management's Sherwin-Williams position peaked at $609K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.