Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,546,750
+$1,383,486 QoQ
Shares Held
12,892
+34.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#1,211
of 4,083 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026MOKAN Wealth Management Inc. holds $4,782,674 across 2 Home Improvement Retail names. HD ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
12,892 | $4,546,750 | |
| 2 | LOW |
Lowes Companies Inc
|
1,070 | $235,924 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,546,750 | 12,892 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,163,264 | 9,618 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,888,719 | 8,395 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,592,810 | 6,399 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,347,962 | 6,404 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,072,867 | 5,656 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,949,228 | 5,011 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||