The Home Depot, Inc.
MX ˙ BMV ˙ US4370761029
SecurityMX:HD / The Home Depot, Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership8,330 shares
Latest Disclosed Value $ 2,739,961
HCR Wealth Advisors reports 0.29% decrease in ownership of HD / The Home Depot, Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 8,330 shares of The Home Depot, Inc. (MX:HD) valued at $2,739,961 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,354 shares of The Home Depot, Inc.. This represents a change in shares of -0.29% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F Home Depot Common Stock 437076102 8,330 -24 -0.29 2,740 -4.70 0.2841
2026-01-27 2025-12-31 13F Home Depot Common Stock 437076102 8,354 -42 -0.50 2,875 -13.33 0.2847
2025-10-03 2025-09-30 13F Home Depot Common Stock 437076102 8,396 -257 -2.97 3,317 4.54 0.3435
2025-07-17 2025-06-30 13F Home Depot Common Stock 437076102 8,653 -256 -2.87 3,173 -2.85 0.3734
2025-04-21 2025-03-31 13F Home Depot Common Stock 437076102 8,909 -210 -2.30 3,265 -7.95 0.4251
2025-01-14 2024-12-31 13F Home Depot Common Stock 437076102 9,119 93 1.03 3,547 -3.01 0.4444
2024-10-10 2024-09-30 13F Home Depot Common Stock 437076102 9,026 536 6.31 3,658 25.15 0.4787
2024-08-07 2024-06-30 13F Home Depot Common Stock 437076102 8,490 175 2.10 2,923 -8.37 0.4177
2024-05-10 2024-03-31 13F Home Depot Common Stock 437076102 8,315 670 8.76 3,190 20.39 0.4838
2024-02-09 2023-12-31 13F Home Depot Common Stock 437076102 7,645 791 11.54 2,650 27.97 0.4185
2023-10-20 2023-09-30 13F HOME DEPOT COM 437076102 6,854 68 1.00 2,071 -1.80 0.4541
2023-08-10 2023-06-30 13F HOME DEPOT COM 437076102 6,786 3 0.04 2,108 5.35 0.3904
2023-05-12 2023-03-31 13F HOME DEPOT COM 437076102 6,783 -34 -0.50 2,002 -7.06 0.3962
2023-02-13 2022-12-31 13F HOME DEPOT COM 437076102 6,817 160 2.40 2,153 17.20 0.4519
2022-11-07 2022-09-30 13F HOME DEPOT COM 437076102 6,657 -117 -1.73 1,837 -1.13 0.3903
2022-08-12 2022-06-30 13F HOME DEPOT COM 437076102 6,774 -78 -1.14 1,858 -9.41 0.3730
2022-05-05 2022-03-31 13F HOME DEPOT COM 437076102 6,852 134 1.99 2,051 -26.43 0.3352
2022-02-04 2021-12-31 13F HOME DEPOT COM 437076102 6,718 2 0.03 2,788 26.44 0.4321
2021-11-02 2021-09-30 13F HOME DEPOT COM 437076102 6,716 -6 -0.09 2,205 2.85 0.3680
2021-07-21 2021-06-30 13F HOME DEPOT COM 437076102 6,722 71 1.07 2,144 5.62 0.3722
2021-05-13 2021-03-31 13F HOME DEPOT COM 437076102 6,651 -2,101 -24.01 2,030 -12.69 0.4014
2021-02-04 2020-12-31 13F HOME DEPOT COM 437076102 8,752 10 0.11 2,325 -4.20 0.4866
2020-11-05 2020-09-30 13F HOME DEPOT COM 437076102 8,742 69 0.80 2,427 12.73 0.5549
2020-07-30 2020-06-30 13F HOME DEPOT COM 437076102 8,673 75 0.87 2,153 34.14 0.5052
2020-05-08 2020-03-31 13F HOME DEPOT COM 437076102 8,598 144 1.70 1,605 -13.06 0.4591
2020-02-07 2019-12-31 13F HOME DEPOT COM 437076102 8,454 1,264 17.58 1,846 10.61 0.4478
2019-11-07 2019-09-30 13F HOME DEPOT COM 437076102 7,190 -563 -7.26 1,669 3.54 0.5541
2019-07-25 2019-06-30 13F HOME DEPOT COM 437076102 7,753 -1,500 -16.21 1,612 8.33 0.4584
2019-05-10 2019-03-31 13F HOME DEPOT COM 437076102 9,253 959 11.56 1,488 4.42 0.4275
2019-01-31 2018-12-31 13F HOME DEPOT COM 437076102 8,294 -374 -4.31 1,425 -8.77 0.4604
2018-11-08 2018-09-30 13F HOME DEPOT COM 437076102 8,668 1,001 13.06 1,562 4.34 0.5088
2018-08-14 2018-06-30 13F HOME DEPOT COM 437076102 7,667 61 0.80 1,497 10.40 0.4912
2018-05-15 2018-03-31 13F HOME DEPOT COM 437076102 7,606 30 0.40 1,356 -5.57 0.4703
2018-02-13 2017-12-31 13F HOME DEPOT COM 437076102 7,576 1 0.01 1,436 15.90 0.5016
2017-11-13 2017-09-30 13F HOME DEPOT COM 437076102 7,575 -99 -1.29 1,239 5.27 0.5215
2017-08-16 2017-06-30 13F/A-1 HOME DEPOT COM 437076102 7,674 81 1.07 1,177 5.56 0.5813
2017-05-11 2017-03-31 13F HOME DEPOT COM 437076102 7,593 20 0.26 1,115 9.85 0.5711
2017-02-14 2016-12-31 13F HOME DEPOT COM 437076102 7,573 7,573 1,015 0.5362
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.