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J.W. Coons Advisors’s Home Depot HD Stock Holding History

J.W. Coons Advisors’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
2025
Q2 		$3.89M Buy
10,610
+3,315
+45% +$1.2M 0.88% 30
2025
Q1 		$2.67M Sell
7,295
-36
-0.5% -$14K 0.71% 40
2024
Q4 		$2.85M Sell
7,331
-610
-8% -$249K 0.73% 39
2024
Q3 		$3.22M Sell
7,941
-54
-0.7% -$19.7K 0.8% 36
2024
Q2 		$2.75M Sell
7,995
-958
-11% -$327K 0.67% 39
2024
Q1 		$3.43M Buy
8,953
+1,608
+22% +$587K 0.78% 30
2023
Q4 		$2.55M Buy
7,345
+71
+1% +$22K 0.69% 39
2023
Q3 		$2.2M Buy
7,274
+20
+0.3% +$6.43K 0.63% 42
2023
Q2 		$2.25M Sell
7,254
-140
-2% -$41.4K 0.62% 43
2023
Q1 		$2.18M Buy
7,394
+717
+11% +$220K 0.63% 42
2022
Q4 		$2.11M Buy
6,677
+475
+8% +$145K 0.63% 45
2022
Q3 		$1.71M Buy
6,202
+239
+4% +$70.5K 0.65% 47
2022
Q2 		$1.63M Sell
5,963
-4,249
-42% -$1.25M 0.58% 49
2022
Q1 		$3.08M Buy
10,212
+853
+9% +$296K 0.92% 28
2021
Q4 		$3.89M Sell
9,359
-235
-2% -$89.5K 1.18% 16
2021
Q3 		$3.15M Buy
9,594
+329
+4% +$108K 1.08% 17
2021
Q2 		$2.96M Sell
9,265
-280
-3% -$89.1K 1.05% 25
2021
Q1 		$2.92M Buy
9,545
+11
+0.1% +$3.03K 1.04% 24
2020
Q4 		$2.54M Buy
9,534
+974
+11% +$268K 0.97% 27
2020
Q3 		$2.38M Sell
8,560
-235
-3% -$63.7K 0.99% 28
2020
Q2 		$2.21M Sell
8,795
-968
-10% -$222K 0.98% 26
2020
Q1 		$1.83M Buy
+9,763
New +$2.14M 0.96% 25

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J.W. Coons Advisors's HD Position: Q2 2025 in Review

J.W. Coons Advisors increased its Home Depot (HD) stake by 45% in Q2 2025, buying an estimated $1.2M and bringing the position to 10,610 shares worth $3.89M. The position accounts for 0.88% of the portfolio, ranked #30.

J.W. Coons Advisors first reported a position in HD in Q1 2020 and has held it in 22 quarters since. 3,995 funds tracked by Wall St. Rank hold HD as of Q2 2025.

  • J.W. Coons Advisors held 10,610 shares of Home Depot worth $3.89M as of Q2 2025.
  • J.W. Coons Advisors bought 3,315 Home Depot shares in Q2 2025, an estimated $1.2M.
  • Home Depot made up 0.88% of J.W. Coons Advisors's portfolio in Q2 2025, its #30 holding.
  • J.W. Coons Advisors first reported a position in Home Depot in Q1 2020 and has held it in 22 quarters since.
  • 3,995 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.