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Donaldson Capital Management’s Sherwin-Williams SHW Stock Holding History

Donaldson 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 		$252K Buy
+731
New +$234K 0.01% 280
2026
Q1 		– Sell
-656
Closed -$212K – 243
2025
Q4 		$212K Sell
656
-12
-2% -$4.01K 0.01% 228
2025
Q3 		$231K Sell
668
-12
-2% -$4.23K 0.01% 221
2025
Q2 		$234K Hold
680
– – 0.01% 206
2025
Q1 		$238K Sell
680
-205
-23% -$71.9K 0.01% 210
2024
Q4 		$301K Sell
885
-168
-16% -$62.7K 0.01% 193
2024
Q3 		$402K Buy
1,053
+41
+4% +$14.3K 0.02% 179
2024
Q2 		$302K Sell
1,012
-122
-11% -$37.7K 0.01% 192
2024
Q1 		$394K Sell
1,134
-5,103
-82% -$1.63M 0.02% 167
2023
Q4 		$1.95M Buy
6,237
+4,783
+329% +$1.29M 0.09% 90
2023
Q3 		$371K Buy
+1,454
New +$389K 0.02% 174
2022
Q2 		– Sell
-837
Closed -$209K – 249
2022
Q1 		$209K Buy
837
+12
+1% +$3.31K 0.01% 246
2021
Q4 		$291K Sell
825
-2
-0.2% -$646 0.01% 235
2021
Q3 		$231K Hold
827
– – 0.01% 242
2021
Q2 		$225K Sell
827
-1
-0.1% -$274 0.01% 242
2021
Q1 		$203K Sell
828
-525
-39% -$125K 0.01% 237
2020
Q4 		$331K Sell
1,353
-450
-25% -$107K 0.02% 204
2020
Q3 		$419K Sell
1,803
-1,656
-48% -$362K 0.03% 171
2020
Q2 		$666K Buy
3,459
+57
+2% +$10.3K 0.05% 107
2020
Q1 		$521K Buy
3,402
+408
+14% +$73.6K 0.05% 109
2019
Q4 		$582K Buy
2,994
+459
+18% +$87.5K 0.04% 120
2019
Q3 		$465K Buy
2,535
+435
+21% +$74K 0.03% 126
2019
Q2 		$321K Buy
2,100
+108
+5% +$16.1K 0.03% 129
2019
Q1 		$286K Buy
1,992
+186
+10% +$25.9K 0.03% 131
2018
Q4 		$237K Sell
1,806
-729
-29% -$98.3K 0.02% 146
2018
Q3 		$384K Buy
2,535
+597
+31% +$88.4K 0.03% 126
2018
Q2 		$263K Sell
1,938
-105
-5% -$13.6K 0.03% 149
2018
Q1 		$267K Buy
2,043
+489
+31% +$66.7K 0.03% 139
2017
Q4 		$212K Buy
+1,554
New +$204K 0.02% 159

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Donaldson Capital Management's SHW Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Sherwin-Williams (SHW) in Q2 2026: 731 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: Donaldson Capital Management previously reported a position in SHW as recently as Q4 2025.

Donaldson Capital Management first reported a position in SHW in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.95M in Q4 2023. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Donaldson Capital Management held 731 shares of Sherwin-Williams worth $252K as of Q2 2026.
  • Sherwin-Williams was a new Donaldson Capital Management position in Q2 2026.
  • Sherwin-Williams made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #280 holding.
  • Donaldson Capital Management first reported a position in Sherwin-Williams in Q4 2017 and has held it in 29 quarters since.
  • Donaldson Capital Management's Sherwin-Williams position peaked at $1.95M in Q4 2023.
  • 1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.