JWCA
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J.W. Coons Advisors’s Dow Inc DOW Stock Holding History

J.W. Coons Advisors’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$320K Hold
12,074
– – 0.07% 198
2025
Q1 		$422K Sell
12,074
-1,422
-11% -$54.6K 0.11% 161
2024
Q4 		$542K Sell
13,496
-640
-5% -$29.9K 0.14% 138
2024
Q3 		$772K Sell
14,136
-167
-1% -$8.81K 0.19% 112
2024
Q2 		$759K Buy
14,303
+69
+0.5% +$3.94K 0.18% 111
2024
Q1 		$825K Sell
14,234
-220
-2% -$12.2K 0.19% 105
2023
Q4 		$793K Hold
14,454
– – 0.21% 110
2023
Q3 		$745K Sell
14,454
-315
-2% -$16.9K 0.22% 107
2023
Q2 		$787K Sell
14,769
-2,015
-12% -$107K 0.21% 104
2023
Q1 		$920K Buy
16,784
+867
+5% +$48.8K 0.26% 88
2022
Q4 		$802K Buy
15,917
+1,582
+11% +$77.3K 0.24% 100
2022
Q3 		$630K Buy
14,335
+465
+3% +$23.6K 0.24% 112
2022
Q2 		$715K Buy
13,870
+2,405
+21% +$154K 0.25% 104
2022
Q1 		$731K Buy
11,465
+1,050
+10% +$63.3K 0.22% 120
2021
Q4 		$591K Buy
10,415
+164
+2% +$9.35K 0.18% 135
2021
Q3 		$591K Hold
10,251
– – 0.2% 125
2021
Q2 		$649K Hold
10,251
– – 0.23% 115
2021
Q1 		$656K Hold
10,251
– – 0.23% 110
2020
Q4 		$568K Hold
10,251
– – 0.22% 115
2020
Q3 		$483K Hold
10,251
– – 0.2% 120
2020
Q2 		$417K Sell
10,251
-189
-2% -$6.92K 0.19% 132
2020
Q1 		$307K Buy
+10,440
New +$444K 0.16% 147

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J.W. Coons Advisors's DOW Position: Q2 2025 in Review

J.W. Coons Advisors held its Dow Inc (DOW) position steady in Q2 2025 at 12,074 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #198.

J.W. Coons Advisors first reported a position in DOW in Q1 2020 and has held it in 22 quarters since. The position peaked at $920K in Q1 2023. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • J.W. Coons Advisors held 12,074 shares of Dow Inc worth $320K as of Q2 2025.
  • J.W. Coons Advisors left its Dow Inc share count unchanged in Q2 2025.
  • Dow Inc made up 0.07% of J.W. Coons Advisors's portfolio in Q2 2025, its #198 holding.
  • J.W. Coons Advisors first reported a position in Dow Inc in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Dow Inc position peaked at $920K in Q1 2023.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.