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J.W. Coons Advisors’s Omnicom Group OMC Stock Holding History

J.W. Coons Advisors’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$763K Sell
10,609
-568
-5% -$42K 0.17% 126
2025
Q1 		$927K Sell
11,177
-181
-2% -$15.1K 0.24% 96
2024
Q4 		$977K Sell
11,358
-160
-1% -$15.9K 0.25% 90
2024
Q3 		$1.19M Sell
11,518
-49
-0.4% -$4.71K 0.3% 82
2024
Q2 		$1.04M Buy
11,567
+450
+4% +$41.8K 0.25% 88
2024
Q1 		$1.08M Buy
11,117
+1,424
+15% +$128K 0.24% 84
2023
Q4 		$839K Buy
9,693
+1,031
+12% +$81.3K 0.23% 103
2023
Q3 		$645K Sell
8,662
-225
-3% -$18.5K 0.19% 118
2023
Q2 		$846K Buy
8,887
+260
+3% +$24.1K 0.23% 97
2023
Q1 		$814K Buy
8,627
+1,512
+21% +$134K 0.23% 99
2022
Q4 		$580K Buy
7,115
+1,310
+23% +$97.3K 0.17% 127
2022
Q3 		$366K Buy
5,805
+540
+10% +$36.6K 0.14% 155
2022
Q2 		$336K Buy
+5,265
New +$390K 0.12% 172

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return