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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

J.W. Coons Advisors reduced its Omnicom Group (OMC) stake by 5.1% in Q2 2025, selling an estimated $42K and leaving 10,609 shares worth $763K. The position accounts for 0.17% of the portfolio, ranked #126.

J.W. Coons Advisors first reported a position in OMC in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.19M in Q3 2024. 942 funds tracked by Wall St. Rank hold OMC as of Q2 2025.

  • J.W. Coons Advisors held 10,609 shares of Omnicom Group worth $763K as of Q2 2025.
  • J.W. Coons Advisors sold 568 Omnicom Group shares in Q2 2025, an estimated $42K.
  • Omnicom Group made up 0.17% of J.W. Coons Advisors's portfolio in Q2 2025, its #126 holding.
  • J.W. Coons Advisors first reported a position in Omnicom Group in Q2 2022 and has held it in 13 quarters since.
  • J.W. Coons Advisors's Omnicom Group position peaked at $1.19M in Q3 2024.
  • 942 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2025.

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