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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
Q2 		$226K Buy
657
+1
+0.2% +$319 0.05% 36
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 $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

Mokosak Advisory Group's SHW Position: Q2 2026 in Review

Mokosak Advisory Group increased its Sherwin-Williams (SHW) stake by 0.15% in Q2 2026, buying an estimated $319 and bringing the position to 657 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #36.

Mokosak Advisory Group first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Mokosak Advisory Group held 657 shares of Sherwin-Williams worth $226K as of Q2 2026.
  • Mokosak Advisory Group bought 1 Sherwin-Williams share in Q2 2026, an estimated $319.
  • Sherwin-Williams made up 0.05% of Mokosak Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Mokosak Advisory Group first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.