Jones Financial Companies
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Jones Financial Companies’s Consolidated Water Co CWCO Stock Holding History

Jones Financial Companies’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 		$33.9K Buy
1,150
+388
+51% +$12.2K ﹤0.01% 3285
2026
Q1 		$24.4K Sell
762
-82
-10% -$2.94K ﹤0.01% 3219
2025
Q4 		$29.8K Buy
844
+172
+26% +$6K ﹤0.01% 2761
2025
Q3 		$23.6K Buy
672
+32
+5% +$1.02K ﹤0.01% 2705
2025
Q2 		$19.1K Buy
640
+6
+0.9% +$155 ﹤0.01% 2616
2025
Q1 		$15.5K Buy
634
+2
+0.3% +$53 ﹤0.01% 2523
2024
Q4 		$16.4K Buy
632
+535
+552% +$13.6K ﹤0.01% 2332
2024
Q3 		$2.44K Buy
+97
New +$2.59K ﹤0.01% 2630

Other funds holding CWCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Vanguard Capital Management
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Jones Financial Companies's CWCO Position: Q2 2026 in Review

Jones Financial Companies increased its Consolidated Water Co (CWCO) stake by 51% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,150 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

Jones Financial Companies first reported a position in CWCO in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • Jones Financial Companies held 1,150 shares of Consolidated Water Co worth $33.9K as of Q2 2026.
  • Jones Financial Companies bought 388 Consolidated Water Co shares in Q2 2026, an estimated $12.2K.
  • Consolidated Water Co made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3285 holding.
  • Jones Financial Companies first reported a position in Consolidated Water Co in Q3 2024 and has held it in 8 quarters since.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.