J.W. Coons Advisors’s Waters Corp WAT Stock Holding History

J.W. Coons Advisors’s Portfolio WAT Stock Details WAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Sell	753 -10	-1%	-$3.44K	0.06%	214
2025 Q1	$281K	Buy	+763	New	+$295K	0.07%	198
2023 Q2	–	Sell	-647	Closed	-$200K	–	238
2023 Q1	$200K	Buy	+647	New	+$209K	0.06%	235

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

J.W. Coons Advisors reduced its Waters Corp (WAT) stake by 1.3% in Q2 2025, selling an estimated $3.44K and leaving 753 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #214.

J.W. Coons Advisors first reported a position in WAT in Q1 2023 and has held it in 3 quarters since. The position peaked at $281K in Q1 2025. 769 funds tracked by Wall St. Rank hold WAT as of Q2 2025.

J.W. Coons Advisors held 753 shares of Waters Corp worth $263K as of Q2 2025.
J.W. Coons Advisors sold 10 Waters Corp shares in Q2 2025, an estimated $3.44K.
Waters Corp made up 0.06% of J.W. Coons Advisors's portfolio in Q2 2025, its #214 holding.
J.W. Coons Advisors first reported a position in Waters Corp in Q1 2023 and has held it in 3 quarters since.
J.W. Coons Advisors's Waters Corp position peaked at $281K in Q1 2025.
769 funds tracked by Wall St. Rank held Waters Corp as of Q2 2025.

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