IA
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IFP Advisors’s Consolidated Water Co CWCO Stock Holding History

IFP Advisors’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.2K Buy
244
+218
+838% +$6.83K ﹤0.01% 3577
2026
Q1 		$861 Buy
26
+5
+24% +$179 ﹤0.01% 4267
2025
Q4 		$741 Sell
21
-1
-5% -$35 ﹤0.01% 4167
2025
Q3 		$776 Buy
+22
New +$700 ﹤0.01% 4035
2025
Q2 		– Sell
-4
Closed -$104 – 4324
2025
Q1 		$98 Hold
4
– – ﹤0.01% 3858
2024
Q4 		$104 Buy
+4
New +$102 ﹤0.01% 4016
2023
Q1 		– Sell
-300
Closed -$4K – 3591
2022
Q4 		$4K Hold
300
– – ﹤0.01% 3876
2022
Q3 		$4K Hold
300
– – ﹤0.01% 4111
2022
Q2 		$4K Hold
300
– – ﹤0.01% 3873
2022
Q1 		$4K Buy
+300
New +$3.04K ﹤0.01% 3873
2020
Q1 		– Sell
-308
Closed -$5.13K – 2799
2019
Q4 		$5K Buy
308
+8
+3% +$132 ﹤0.01% 2161
2019
Q3 		$5K Buy
+300
New +$4.41K ﹤0.01% 2327
2019
Q1 		$4K Hold
300
– – ﹤0.01% 1919
2018
Q4 		$4K Hold
300
– – ﹤0.01% 2921
2018
Q3 		$4K Sell
300
-795
-73% -$11K ﹤0.01% 3279
2018
Q2 		$14K Buy
1,095
+13
+1% +$174 ﹤0.01% 2681
2018
Q1 		$14K Hold
1,082
– – ﹤0.01% 2588
2017
Q4 		$14K Buy
1,082
+6
+0.6% +$76 ﹤0.01% 2625
2017
Q3 		$14K Buy
1,076
+7
+0.7% +$87 ﹤0.01% 2818
2017
Q2 		$13K Buy
1,069
+7
+0.7% +$83 ﹤0.01% 2841
2017
Q1 		$12K Buy
1,062
+7
+0.7% +$74 ﹤0.01% 2802
2016
Q4 		$11K Buy
1,055
+7
+0.7% +$77 ﹤0.01% 2837
2016
Q3 		$12K Buy
1,048
+6
+0.6% +$77 ﹤0.01% 2704
2016
Q2 		$14K Buy
1,042
+742
+247% +$9.86K ﹤0.01% 2572
2016
Q1 		$4K Sell
300
-730
-71% -$8.21K ﹤0.01% 1919
2015
Q4 		$13K Buy
+1,030
New +$12K ﹤0.01% 2422

Other funds holding CWCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

IFP Advisors's CWCO Position: Q2 2026 in Review

IFP Advisors increased its Consolidated Water Co (CWCO) stake by 838% in Q2 2026, buying an estimated $6.83K and bringing the position to 244 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

IFP Advisors first reported a position in CWCO in Q4 2015 and has held it in 26 quarters since. The position peaked at $14K in Q2 2018. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • IFP Advisors held 244 shares of Consolidated Water Co worth $7.2K as of Q2 2026.
  • IFP Advisors bought 218 Consolidated Water Co shares in Q2 2026, an estimated $6.83K.
  • Consolidated Water Co made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3577 holding.
  • IFP Advisors first reported a position in Consolidated Water Co in Q4 2015 and has held it in 26 quarters since.
  • IFP Advisors's Consolidated Water Co position peaked at $14K in Q2 2018.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.