Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,239,870
+$133,659 QoQ
Shares Held
6,351
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#1,690
of 4,083 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Koa Wealth Management, LLC holds $3,972,921 across 2 Home Improvement Retail names. HD ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,351 | $2,239,870 | |
| 2 | LOW |
Lowes Companies Inc
|
7,860 | $1,733,051 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,239,870 | 6,351 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,106,211 | 6,404 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,246,628 | 6,529 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,843,209 | 4,549 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,722,474 | 4,698 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,714,806 | 4,679 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,846,535 | 4,747 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,949,012 | 4,810 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,695,726 | 4,926 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,909,944 | 4,979 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,754,929 | 5,064 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||