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Mokosak Advisory Group’s Sherwin-Williams SHW Stock Holding History

Mokosak Advisory Group’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
Q1 		$210K Buy
656
+2
+0.3% +$688 0.05% 34
2025
Q4 		$212K Buy
+654
New +$219K 0.05% 36

Other funds holding SHW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mokosak Advisory Group's SHW Position: Q1 2026 in Review

Mokosak Advisory Group increased its Sherwin-Williams (SHW) stake by 0.31% in Q1 2026, buying an estimated $688 and bringing the position to 656 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #34.

Mokosak Advisory Group first reported a position in SHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $212K in Q4 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Mokosak Advisory Group held 656 shares of Sherwin-Williams worth $210K as of Q1 2026.
  • Mokosak Advisory Group bought 2 Sherwin-Williams shares in Q1 2026, an estimated $688.
  • Sherwin-Williams made up 0.05% of Mokosak Advisory Group's portfolio in Q1 2026, its #34 holding.
  • Mokosak Advisory Group first reported a position in Sherwin-Williams in Q4 2025 and has held it in 2 quarters since.
  • Mokosak Advisory Group's Sherwin-Williams position peaked at $212K in Q4 2025.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.