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Kelly Financial Services’s Sherwin-Williams SHW Stock Holding History

Kelly Financial Services’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 		$4.8M Buy
13,945
+25
+0.2% +$7.99K 1.03% 25
2026
Q1 		$4.46M Buy
13,920
+11
+0.1% +$3.79K 1.08% 25
2025
Q4 		$4.51M Hold
13,909
– – 1.13% 23
2025
Q3 		$4.82M Buy
13,909
+1
+0% +$353 1.25% 22
2025
Q2 		$4.78M Hold
13,908
– – 1.41% 21
2025
Q1 		$4.86M Buy
13,908
+1
+0% +$351 1.69% 16
2024
Q4 		$4.73M Hold
13,907
– – 1.7% 14
2024
Q3 		$5.31M Hold
13,907
– – 1.95% 12
2024
Q2 		$4.15M Buy
13,907
+1
+0% +$309 1.48% 14
2024
Q1 		$4.83M Hold
13,906
– – 1.85% 12
2023
Q4 		$4.34M Hold
13,906
– – 1.75% 12
2023
Q3 		$3.55M Buy
13,906
+1
+0% +$268 1.63% 14
2023
Q2 		$3.69M Sell
13,905
-8
-0.1% -$1.88K 1.75% 11
2023
Q1 		$3.13M Buy
13,913
+9
+0.1% +$2.06K 1.58% 13
2022
Q4 		$3.3M Hold
13,904
– – 1.74% 11
2022
Q3 		$2.85M Buy
13,904
+1
+0% +$237 1.66% 9
2022
Q2 		$3.11M Hold
13,903
– – 1.63% 10
2022
Q1 		$3.47M Buy
13,903
+5
+0% +$1.38K 1.57% 13
2021
Q4 		$4.89M Hold
13,898
– – 2.24% 11
2021
Q3 		$3.89M Sell
13,898
-3,774,431
-100% -$1.1B 2.19% 10
2021
Q2 		$13.9M Buy
3,788,329
+3,774,424
+27,144% +$1.03B 0.54% 16
2021
Q1 		$3.42M Hold
13,905
– – 2.13% 10
2020
Q4 		$3.41M Hold
13,905
– – 2.32% 9
2020
Q3 		$3.23M Buy
13,905
+3
+0% +$655 2.32% 9
2020
Q2 		$2.68M Hold
13,902
– – 2.08% 10
2020
Q1 		$2.13M Sell
13,902
-3,000
-18% -$541K 2.63% 7
2019
Q4 		$3.29M Hold
16,902
– – 2.52% 7
2019
Q3 		$3.1M Hold
16,902
– – 2.81% 6
2019
Q2 		$2.58M Hold
16,902
– – 2.35% 6
2019
Q1 		$2.43M Buy
+16,902
New +$2.35M 2.7% 6

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

Kelly Financial Services's SHW Position: Q2 2026 in Review

Kelly Financial Services increased its Sherwin-Williams (SHW) stake by 0.18% in Q2 2026, buying an estimated $7.99K and bringing the position to 13,945 shares worth $4.8M. The position accounts for 1.03% of the portfolio, ranked #25.

Kelly Financial Services first reported a position in SHW in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.9M in Q2 2021. 628 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Kelly Financial Services held 13,945 shares of Sherwin-Williams worth $4.8M as of Q2 2026.
  • Kelly Financial Services bought 25 Sherwin-Williams shares in Q2 2026, an estimated $7.99K.
  • Sherwin-Williams made up 1.03% of Kelly Financial Services's portfolio in Q2 2026, its #25 holding.
  • Kelly Financial Services first reported a position in Sherwin-Williams in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Sherwin-Williams position peaked at $13.9M in Q2 2021.
  • 628 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.