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McCarley & Cook Financial Planners’s Home Depot HD Stock Holding History

McCarley & Cook Financial Planners’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
2026
Q3 		$20.8K Sell
73
-2
-3% -$657 0.02% 133
2026
Q2 		$26.5K Hold
75
– – 0.02% 115
2026
Q1 		$24.7K Hold
75
– – 0.02% 119
2025
Q4 		$25.8K Buy
+75
New +$27.5K 0.02% 104

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

McCarley & Cook Financial Planners's HD Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its Home Depot (HD) stake by 2.7% in Q3 2026, selling an estimated $657 and leaving 73 shares worth $20.8K. The position accounts for 0.02% of the portfolio, ranked #133.

McCarley & Cook Financial Planners first reported a position in HD in Q4 2025 and has held it in 4 quarters since. The position peaked at $26.5K in Q2 2026. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • McCarley & Cook Financial Planners held 73 shares of Home Depot worth $20.8K as of Q3 2026.
  • McCarley & Cook Financial Planners sold 2 Home Depot shares in Q3 2026, an estimated $657.
  • Home Depot made up 0.02% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #133 holding.
  • McCarley & Cook Financial Planners first reported a position in Home Depot in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Home Depot position peaked at $26.5K in Q2 2026.
  • 1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.