Position in HD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,248,839
+$23,724 QoQ
Shares Held
3,541
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#2,157
of 4,083 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $1,838,870 across 2 Home Improvement Retail names. HD ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,541 | $1,248,839 | |
| 2 | LOW |
Lowes Companies Inc
|
2,676 | $590,031 |
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,839 | 3,541 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,225,115 | 3,725 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,394,637 | 4,053 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,701,798 | 4,200 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,583,518 | 4,319 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,615,487 | 4,408 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,727,893 | 4,442 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,796,656 | 4,434 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,450,627 | 4,214 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,657,535 | 4,321 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,552,890 | 4,481 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,423,173 | 4,710 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,373,339 | 4,421 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,287,903 | 4,364 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,402,734 | 4,441 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $687,918 | 2,493 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $500,268 | 1,824 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $527,120 | 1,761 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $689,331 | 1,661 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||