Wilkins Investment Counsel’s Ibotta IBTA Stock Holding History

Wilkins Investment Counsel’s Portfolio IBTA Stock Details IBTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-66,027	Closed	-$1.84M	–	125
2025 Q3	$1.84M	Hold	66,027	–	–	0.26%	63
2025 Q2	$2.42M	Buy	66,027 +2,300	+4%	+$107K	0.34%	51
2025 Q1	$2.69M	Buy	63,727 +59,997	+1,608%	+$3.51M	0.39%	48
2024 Q4	$243K	Buy	+3,730	New	+$259K	0.04%	121

Other funds holding IBTA

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NCM

Notable Capital Management Menlo Park, California $53.4M AUM 10.98% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Wilkins Investment Counsel's IBTA Position: Q4 2025 in Review

Wilkins Investment Counsel sold out of Ibotta (IBTA) in Q4 2025, closing a stake of 66,027 shares — an estimated $1.84M sold.

Wilkins Investment Counsel first reported a position in IBTA in Q4 2024 and held it in 4 quarters. The position peaked at $2.69M in Q1 2025. 121 funds tracked by Wall St. Rank hold IBTA as of Q4 2025.

Wilkins Investment Counsel reported no remaining Ibotta position as of Q4 2025 after selling out during the quarter.
Wilkins Investment Counsel sold 66,027 Ibotta shares in Q4 2025, an estimated $1.84M.
Wilkins Investment Counsel first reported a position in Ibotta in Q4 2024 and held it in 4 quarters.
Wilkins Investment Counsel's Ibotta position peaked at $2.69M in Q1 2025.
121 funds tracked by Wall St. Rank held Ibotta as of Q4 2025.

Based on Wilkins Investment Counsel's 13F filing for Q4 2025, filed 2 Feb 2026.