Capital Wealth Planning, LLC
Top Portfolio Positions
138 positions ·
$17,417,026,194 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,507,605 | $928,240,142 | 5.33% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
1,067,492 | $903,087,557 | 5.19% | |
| AAPL |
Apple Inc.
Technology
|
3,553,595 | $901,866,874 | 5.18% | |
| RTX |
RTX Corp
Industrials
|
4,607,925 | $888,868,731 | 5.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,873,074 | $845,143,447 | 4.85% | |
| CAT |
Caterpillar Inc
Industrials
|
1,186,096 | $840,301,572 | 4.82% | |
| CVX |
Chevron Corp
Energy
|
3,865,516 | $799,775,260 | 4.59% | |
| AXP |
American Express Co
Financial Services
|
2,629,848 | $795,476,423 | 4.57% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
4,656,885 | $743,704,534 | 4.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,189,130 | $719,982,965 | 4.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $364,181,014 | 4,788,705 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $294,256,432 | 4,209,075 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $155,440,086 | 2,343,789 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $249,589,514 | 3,527,767 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $490,883 | 6,854 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $424,550 | 6,819 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $736,708 | 10,252 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $644,774 | 10,130 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $187,493,328 | 3,064,618 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $218,787,878 | 3,712,674 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $208,743,989 | 3,728,903 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $161,819,569 | 2,687,140 | Shares | Sole | 2023-08-04 | |
| 2022-06-30 | $617,461 | 9,815 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $101,828,366 | 1,642,393 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $621,823 | 10,502 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $651,729 | 12,421 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $687,575 | 12,707 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $91,033,278 | 1,727,059 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,050,076 | 19,148 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $954,371 | 19,331 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $878,944 | 19,672 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,030,272 | 23,283 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||