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Larson Financial Group’s Consolidated Water Co CWCO Stock Holding History

Larson Financial Group’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 		$148 Sell
5
-17
-77% -$533 ﹤0.01% 3626
2026
Q1 		$729 Buy
22
+17
+340% +$610 ﹤0.01% 3243
2025
Q4 		$176 Hold
5
– – ﹤0.01% 3288
2025
Q3 		$176 Hold
5
– – ﹤0.01% 3276
2025
Q2 		$150 Sell
5
-86
-95% -$2.23K ﹤0.01% 3108
2025
Q1 		$2.23K Buy
91
+76
+507% +$2.02K ﹤0.01% 2137
2024
Q4 		$388 Buy
+15
New +$382 ﹤0.01% 2271

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

Larson Financial Group's CWCO Position: Q2 2026 in Review

Larson Financial Group reduced its Consolidated Water Co (CWCO) stake by 77% in Q2 2026, selling an estimated $533 and leaving 5 shares worth $148. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

Larson Financial Group first reported a position in CWCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23K in Q1 2025. 166 funds tracked by Wall St. Rank hold CWCO as of Q2 2026.

  • Larson Financial Group held 5 shares of Consolidated Water Co worth $148 as of Q2 2026.
  • Larson Financial Group sold 17 Consolidated Water Co shares in Q2 2026, an estimated $533.
  • Consolidated Water Co made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3626 holding.
  • Larson Financial Group first reported a position in Consolidated Water Co in Q4 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Consolidated Water Co position peaked at $2.23K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2026.

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