Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings261 positions
MCDONALDS CORP | 362,133 | $75.2M | 5.5% | $174.38 | +0.48% | 2 qtrssince 2019-Q1 | Increased 93 |
JPMORGAN CHASE & CO | 665,018 | $74.3M | 5.4% | $91.65 | +0.41% | 2 qtrssince 2019-Q1 | Increased 93 |
HOME DEPOT INC | 312,498 | $65M | 4.7% | $173.45 | +0.24% | 2 qtrssince 2019-Q1 | Increased 87 |
DISNEY WALT CO | 460,947 | $64.4M | 4.7% | $134.04 | +0.55% | 2 qtrssince 2019-Q1 | Increased 87 |
WALMART INC | 580,637 | $64.2M | 4.7% | $32.91 | +1.24% | 2 qtrssince 2019-Q1 | Increased 87 |
CHEVRON CORPORATION | 496,788 | $61.8M | 4.5% | $91.43 | +0.17% | 2 qtrssince 2019-Q1 | Increased 87 |
AMERICAN EXPRESS CO | 494,394 | $61M | 4.4% | $111.96 | +0.31% | 2 qtrssince 2019-Q1 | Increased 87 |
MERCK & CO INC | 704,609 | $59.1M | 4.3% | $63.91 | +0.08% | 2 qtrssince 2019-Q1 | Increased 87 |
BOEING CO | 153,085 | $55.7M | 4.0% | $358.11 | -0.16% | 2 qtrssince 2019-Q1 | Increased 87 |
VERIZON COMMUNICATIONS INC | 829,911 | $47.4M | 3.4% | $37.28 | -0.09% | 2 qtrssince 2019-Q1 | Increased 87 |
APPLE INC | 225,487 | $44.6M | 3.2% | $47.09 | +0.46% | 2 qtrssince 2019-Q1 | Increased 86 |
PROCTER & GAMBLE CO | 391,252 | $42.9M | 3.1% | $90.60 | +0.65% | 2 qtrssince 2019-Q1 | Increased 86 |
UNITEDHEALTH GROUP INC | 162,987 | $39.8M | 2.9% | $215.31 | -0.08% | 2 qtrssince 2019-Q1 | Increased 80 |
FASTENAL CO | 1.2M | $39.1M | 2.8% | $13.31 | +1.98% | 2 qtrssince 2019-Q1 | Increased 76 |
PEPSICO INC | 289,378 | $37.9M | 2.8% | $104.34 | +0.18% | 2 qtrssince 2019-Q1 | Increased 80 |
CATERPILLAR INC | 268,782 | $36.6M | 2.7% | $117.68 | +0.05% | 2 qtrssince 2019-Q1 | Increased 80 |
MONDELEZ INTL INC | 662,564 | $35.7M | 2.6% | $45.76 | +0.51% | 2 qtrssince 2019-Q1 | Increased 80 |
JOHNSON & JOHNSON | 254,921 | $35.5M | 2.6% | $114.10 | +0.02% | 2 qtrssince 2019-Q1 | Increased 80 |
INTERNATIONAL BUSINESS MACHS | 253,399 | $34.9M | 2.5% | $97.50 | 0.00% | 1 qtr | New 75 |
DUKE ENERGY CORP NEW | 392,862 | $34.7M | 2.5% | $67.47 | -0.04% | 2 qtrssince 2019-Q1 | Increased 80 |
Capital Wealth Planning, LLC manages $1.4B across 261 positions as of Q2 2019. Top holdings: MCD (5.5%), JPM (5.4%), HD (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 200 new positions, 56 exits, 51 increased. Top move: MCD (INCREASED, conviction 93). Portfolio: $1.4B across 261 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR