Capital Wealth Planning, LLC BCS — BARCLAYS PLC

Ownership history in Capital Wealth Planning, LLC  ·  7 quarters on record

AI Ownership Summary

Capital Wealth Planning, LLC reported BARCLAYS PLC (BCS) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows BCS at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Wealth Planning, LLC's position in BARCLAYS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BCS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BCS stock page Capital Wealth Planning, LLC fund profile Capital Wealth Planning, LLC full holdings
How Capital Wealth Planning, LLC held BCS — position size vs. price
% of Fund (quarterly)    BCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 758,712 +92,580 +13.9% 0.13% $19.8M 2026-02-14 (Est.) $25.01
2025 Q3 ADDED — — — 666,132 +160,195 +31.7% 0.10% $13.8M 2025-11-13 $21.99
2025 Q2 REDUCED 5.7% +11.9% ❌ 505,937 -30,338 -5.7% 0.07% $9.4M 2025-08-07 $19.36
2025 Q1 ADDED — — — 536,275 +134,574 +33.5% 0.07% $8.2M 2025-05-12 $16.37
2024 Q4 ADDED — — — 401,701 +102,466 +34.2% 0.05% $5.3M 2025-02-05 $14.31
2024 Q3 ADDED — — — 299,235 +61,485 +25.9% 0.03% $3.6M 2024-11-12 $12.73
2024 Q2 INITIATED — — — 237,750 — — 0.03% $2.5M 2024-08-09 $10.71

🏢 Other funds also holding BCS

As of 2026 Q1 — sorted by position size

CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.75% Illumine Investment Management, LLC 1.7% Main Street Research LLC 3Y 7Y 1.05% COOKSON PEIRCE & CO INC 3Y 7Y 0.74% Fisher Asset Management, LLC 3Y 7Y 0.66% Triasima Portfolio Management inc. 3Y 0.61% QP WEALTH MANAGEMENT, LLC 3Y 0.55% PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.49% Henry James International Management Inc. 3Y 7Y 0.47% MARIETTA INVESTMENT PARTNERS LLC 3Y 7Y 0.43%

FAQ About Capital Wealth Planning, LLC and BCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Wealth Planning, LLC reported owning BCS?

Capital Wealth Planning, LLC reported BCS across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BCS position in Capital Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for BCS was 0.13% in 2025 Q4.

What is the latest reported BCS position on this page?

The most recent filing on this page is 2025 Q4, when Capital Wealth Planning, LLC reported 758,712 shares, equal to 0.13% of portfolio, with an estimated market value of $19.8M.

What does the chart on this BCS ownership page compare?

The chart compares Capital Wealth Planning, LLC's quarterly BCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Wealth Planning, LLC time their BCS position?

Based on 13F filing dates vs. subsequent BCS price moves, Capital Wealth Planning, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on BCS relative to SPY over the holding period was +47.0%.

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