Position in SHW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$9,616
-$1,261 QoQ
Shares Held
30
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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, LLC holds $22,650 across 2 Specialty Chemicals names. SHW ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
49 | $13,034 | |
| 2 | SHW |
Sherwin Williams Co
This page
|
30 | $9,616 |
All Filings in SHW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,616 | 30 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $10,877 | 32 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||