Position in SHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,314,807
-$112,134 QoQ
Shares Held
10,341
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Capital Planning Advisors, LLC holds $3,665,687 across 2 Specialty Chemicals names. SHW ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
This page
|
10,341 | $3,314,807 | |
| 2 | ECL |
Ecolab Inc.
|
1,319 | $350,880 |
All Filings in SHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,314,807 | 10,341 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,426,941 | 10,576 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,828,943 | 11,058 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,073,279 | 11,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,269,546 | 12,227 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,127,769 | 12,143 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,536,147 | 11,885 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,513,714 | 11,774 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,107,871 | 11,827 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,805,803 | 12,202 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,955,519 | 11,588 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,100,477 | 11,677 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,670,941 | 11,883 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,396,192 | 14,310 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,814,493 | 13,746 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,940,833 | 13,134 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,343,909 | 13,396 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,822,126 | 13,693 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,859,155 | 13,796 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,770,980 | 13,841 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,507,023 | 4,752 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,118,223 | 4,243 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,977,170 | 4,273 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,393,455 | 4,142 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,626,700 | 3,540 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||