Position in TAK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,424,184
New position
Shares Held
886,835
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Capital Wealth Planning, LLC holds $32,237,184 across 2 Drug Manufacturers - Specialty & Generic names. TAK ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
This page
|
886,835 | $16,424,184 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
525,000 | $15,813,000 |
All Filings in TAK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,424,184 | 886,835 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||