Loring Wolcott & Coolidge Fiduciary Advisors’s Omnicom Group OMC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2026 Q2	$572K	Sell	7,860 -3,000	-28%	-$226K	0.01%	227
2026 Q1	$812K	Hold	10,860	–	–	0.01%	191
2025 Q4	$847K	Sell	10,860 -100	-0.9%	-$7.64K	0.01%	185
2025 Q3	$880K	Buy	10,960 +10,000	+1,042%	+$755K	0.01%	186
2025 Q2	$69.1K	Hold	960	–	–	﹤0.01%	372
2025 Q1	$70.3K	Sell	960 -95	-9%	-$7.93K	﹤0.01%	361
2024 Q4	$93.2K	Hold	1,055	–	–	﹤0.01%	349
2024 Q3	$106K	Hold	1,055	–	–	﹤0.01%	336
2024 Q2	$101K	Sell	1,055 -67	-6%	-$6.22K	﹤0.01%	333
2024 Q1	$105K	Buy	1,122 +67	+6%	+$6.01K	﹤0.01%	332
2023 Q4	$95.4K	Hold	1,055	–	–	﹤0.01%	352
2023 Q3	$80.8K	Buy	1,055 +195	+23%	+$16.1K	﹤0.01%	378
2023 Q2	$81.8K	Hold	860	–	–	﹤0.01%	387
2023 Q1	$81.1K	Hold	860	–	–	﹤0.01%	364
2022 Q4	$70.2K	Hold	860	–	–	﹤0.01%	371
2022 Q3	$54K	Hold	860	–	–	﹤0.01%	403
2022 Q2	$55K	Hold	860	–	–	﹤0.01%	414
2022 Q1	$73K	Hold	860	–	–	﹤0.01%	414
2021 Q4	$63K	Hold	860	–	–	﹤0.01%	440
2021 Q3	$62K	Sell	860 -67	-7%	-$4.98K	﹤0.01%	440
2021 Q2	$74K	Buy	+927	New	+$75.3K	﹤0.01%	437
2021 Q1	–	Sell	-941	Closed	-$59K	–	574
2020 Q4	$59K	Buy	941 +81	+9%	+$4.63K	﹤0.01%	407
2020 Q3	$43K	Hold	860	–	–	﹤0.01%	414
2020 Q2	$47K	Hold	860	–	–	﹤0.01%	381
2020 Q1	$47K	Sell	860 -800	-48%	-$56.8K	﹤0.01%	383
2019 Q4	$134K	Buy	1,660 +386	+30%	+$30.2K	﹤0.01%	310
2019 Q3	$100K	Hold	1,274	–	–	﹤0.01%	338
2019 Q2	$104K	Hold	1,274	–	–	﹤0.01%	332
2019 Q1	$93K	Hold	1,274	–	–	﹤0.01%	329
2018 Q4	$93K	Hold	1,274	–	–	﹤0.01%	328
2018 Q3	$87K	Hold	1,274	–	–	﹤0.01%	367
2018 Q2	$97K	Sell	1,274 -140	-10%	-$10.3K	﹤0.01%	358
2018 Q1	$103K	Hold	1,414	–	–	﹤0.01%	360
2017 Q4	$103K	Hold	1,414	–	–	﹤0.01%	359
2017 Q3	$105K	Sell	1,414 -136	-9%	-$10.5K	﹤0.01%	352
2017 Q2	$122K	Sell	1,550 -33	-2%	-$2.75K	﹤0.01%	336
2017 Q1	$136K	Hold	1,583	–	–	﹤0.01%	316
2016 Q4	$135K	Buy	1,583 +33	+2%	+$2.77K	﹤0.01%	311
2016 Q3	$132K	Hold	1,550	–	–	﹤0.01%	307
2016 Q2	$126K	Sell	1,550 -50	-3%	-$4.16K	﹤0.01%	307
2016 Q1	$133K	Sell	1,600 -5,600	-78%	-$422K	﹤0.01%	290
2015 Q4	$545K	Buy	7,200 +1,000	+16%	+$73.4K	0.01%	193
2015 Q3	$431K	Hold	6,200	–	–	0.01%	213
2015 Q2	$431K	Buy	6,200 +2,000	+48%	+$151K	0.01%	213
2015 Q1	$328K	Hold	4,200	–	–	0.01%	241
2014 Q4	$325K	Buy	4,200 +3,000	+250%	+$219K	0.01%	235
2014 Q3	$83K	Hold	1,200	–	–	﹤0.01%	362
2014 Q2	$85K	Hold	1,200	–	–	﹤0.01%	377
2014 Q1	$87K	Hold	1,200	–	–	﹤0.01%	359
2013 Q4	$89K	Hold	1,200	–	–	﹤0.01%	342
2013 Q3	$76K	Hold	1,200	–	–	﹤0.01%	335
2013 Q2	$75K	Buy	+1,200	New	+$73.6K	﹤0.01%	355

Other funds holding OMC

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OMC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Omnicom Group (OMC) stake by 28% in Q2 2026, selling an estimated $226K and leaving 7,860 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #227.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OMC in Q2 2013 and has held it in 52 quarters since. The position peaked at $880K in Q3 2025. 562 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 7,860 shares of Omnicom Group worth $572K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,000 Omnicom Group shares in Q2 2026, an estimated $226K.
Omnicom Group made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #227 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Omnicom Group in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Omnicom Group position peaked at $880K in Q3 2025.
562 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.