JFS Wealth Advisors’s Consolidated Water Co CWCO Stock Holding History

JFS Wealth 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	$4.01K	Buy	136 +1	+0.7%	+$31	﹤0.01%	1368
2026 Q1	$4.48K	Hold	135	–	–	﹤0.01%	1232
2025 Q4	$4.76K	Buy	135 +1	+0.7%	+$35	﹤0.01%	1256
2025 Q3	$4.74K	Hold	134	–	–	﹤0.01%	1134
2025 Q2	$4.01K	Buy	134 +1	+0.8%	+$26	﹤0.01%	1158
2025 Q1	$3.26K	Buy	133 +1	+0.8%	+$27	﹤0.01%	1287
2024 Q4	$3.43K	Hold	132	–	–	﹤0.01%	1271
2024 Q3	$3.33K	Buy	132 +1	+0.8%	+$27	﹤0.01%	1274
2024 Q2	$3.49K	Hold	131	–	–	﹤0.01%	1211
2024 Q1	$3.84K	Hold	131	–	–	﹤0.01%	1198
2023 Q4	$4.65K	Buy	131 +1	+0.8%	+$33	﹤0.01%	1089
2023 Q3	$3.7K	Hold	130	–	–	﹤0.01%	1119
2023 Q2	$3.14K	Buy	130 +1	+0.8%	+$19	﹤0.01%	1208
2023 Q1	$2.12K	Buy	129 +1	+0.8%	+$15	﹤0.01%	1336
2022 Q4	$1.9K	Hold	128	–	–	﹤0.01%	1397
2022 Q3	$2K	Buy	128 +1	+0.8%	+$16	﹤0.01%	1300
2022 Q2	$2K	Buy	127 +1	+0.8%	+$12	﹤0.01%	1298
2022 Q1	$1K	Buy	126 +1	+0.8%	+$10	﹤0.01%	1614
2021 Q4	$1K	Buy	125 +1	+0.8%	+$11	﹤0.01%	1315
2021 Q3	$1K	Buy	124 +1	+0.8%	+$12	﹤0.01%	805
2021 Q2	$1K	Buy	123 +1	+0.8%	+$12	﹤0.01%	573
2021 Q1	$2K	Buy	122 +1	+0.8%	+$13	﹤0.01%	540
2020 Q4	$1K	Buy	121 +1	+0.8%	+$11	﹤0.01%	555
2020 Q3	$1K	Hold	120	–	–	﹤0.01%	531
2020 Q2	$2K	Buy	120 +1	+0.8%	+$15	﹤0.01%	485
2020 Q1	$2K	Buy	119 +1	+0.8%	+$17	﹤0.01%	434
2019 Q4	$2K	Hold	118	–	–	﹤0.01%	453
2019 Q3	$2K	Buy	118 +1	+0.9%	+$15	﹤0.01%	447
2019 Q2	$2K	Buy	117 +1	+0.9%	+$13	﹤0.01%	431
2019 Q1	$1K	Hold	116	–	–	﹤0.01%	447
2018 Q4	$1K	Buy	116 +1	+0.9%	+$13	﹤0.01%	432
2018 Q3	$2K	Buy	115 +1	+0.9%	+$14	﹤0.01%	493
2018 Q2	$1K	Buy	114 +1	+0.9%	+$13	﹤0.01%	440
2018 Q1	$2K	Hold	113	–	–	﹤0.01%	476
2017 Q4	$1K	Buy	113 +1	+0.9%	+$13	﹤0.01%	502
2017 Q3	$1K	Buy	112 +1	+0.9%	+$12	﹤0.01%	427
2017 Q2	$1K	Buy	111 +1	+0.9%	+$12	﹤0.01%	403
2017 Q1	$1K	Hold	110	–	–	﹤0.01%	422
2016 Q4	$1K	Buy	110 +1	+0.9%	+$11	﹤0.01%	422
2016 Q3	$1K	Hold	109	–	–	﹤0.01%	461
2016 Q2	$1K	Buy	109 +1	+0.9%	+$13	﹤0.01%	477
2016 Q1	$1K	Buy	108 +1	+0.9%	+$11	﹤0.01%	561
2015 Q4	$1K	Hold	107	–	–	﹤0.01%	516
2015 Q3	$1K	Buy	107 +1	+0.9%	+$12	﹤0.01%	451
2015 Q2	$1K	Buy	106 +1	+1%	+$12	﹤0.01%	482
2015 Q1	$1K	Buy	105 +1	+1%	+$11	﹤0.01%	481
2014 Q4	$1K	Hold	104	–	–	﹤0.01%	498
2014 Q3	$1K	Buy	104 +1	+1%	+$12	﹤0.01%	455
2014 Q2	$1K	Buy	+103	New	+$1.19K	﹤0.01%	452

Other funds holding CWCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

JFS Wealth Advisors's CWCO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Consolidated Water Co (CWCO) stake by 0.74% in Q2 2026, buying an estimated $31 and bringing the position to 136 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

JFS Wealth Advisors first reported a position in CWCO in Q2 2014 and has held it in 49 quarters since. The position peaked at $4.76K in Q4 2025. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

JFS Wealth Advisors held 136 shares of Consolidated Water Co worth $4.01K as of Q2 2026.
JFS Wealth Advisors bought 1 Consolidated Water Co share in Q2 2026, an estimated $31.
Consolidated Water Co made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1368 holding.
JFS Wealth Advisors first reported a position in Consolidated Water Co in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's Consolidated Water Co position peaked at $4.76K in Q4 2025.
166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.