Consolidated Water Co. Ltd.· CWCO

🇺🇸 US · MicroBroad USNASDAQ

UtilitiesRegulated WaterWebsite

Price: $29.82
Day: +0.91%
Mkt Cap: $477.13M
52W Range: $28.17 – $39.12
Volume: 83.4K
Beta: 0.52

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Consolidated Water Co. Ltd.

CWCO|Utilities|Regulated Water

Current price: $30

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$100.1K

Net share flow+3.3K

Purchases2 ($100.1K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

MCTAGGART FREDERICK W.

Sale

$608.1K

Nov 21

Whittaker Raymond

Sale

$241.6K

Sep 7

MCTAGGART FREDERICK W.

Sale

$206.6K

Aug 15

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership64.6%

13F share flow-8.2%

Investors holding176

+120 adding-74 reducing

New 29Inc 91Red 48Closed 26

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$45.4M

-29.1%

MORGAN STANLEY

$29.2M

-3.1%

ALTRAVUE CAPITAL, LLC

$23.6M

+0.5%

JPMORGAN CHASE & CO

$16.4M

-7.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting65

Total shares held1.8M

Share flow+0.4%

9 buying7 selling

Buying 9Unchanged 49Selling 7

Top Fund Holders

Fund

Weight

Change

FIDELITY SALEM STREET TRUST

156.4K

0.01%

VANGUARD SCOTTSDALE FUNDS

91.2K

0.00%

+3.2K

Northern Lights Fund Trust IV

58.8K

0.49%

+17.2K

SEI INSTITUTIONAL INVESTMENTS TRUST

27.9K

0.00%

-40

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CWCO Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.6/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+20

Institutional Flow

50% weight

+32

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.6/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for CWCO

Net insider share flow by quarter (C-suite & director purchases minus sales)

Bullish Signal

Insider buying in Q1 2026

Modest: 2 purchases totaling $100.1K (3.3K shares)

Share volume is 3x+ above the historical average, unusually strong

Buying is rare, only seen in 2 of 7 quarters

Notable Recent Transactions, CWCO

Top 8 highest-value recent insider trades

MCTAGGART FREDERICK W.

CEO

Sell

18,152 shares at $33.50

Nov 21, 2025$608.09K

Whittaker Raymond

Director

Sell

17,011 shares at $14.20

Sep 7, 2018$241.56K

MCTAGGART FREDERICK W.

CEO

Sell

16,641 shares at $12.41

Aug 15, 2013$206.56K

MCTAGGART FREDERICK W.

CEO

Sell

5,000 shares at $33.50

Nov 24, 2025$167.50K

Whittaker Raymond

Director

Sell

10,000 shares at $16.52

Dec 5, 2019$165.20K

Whittaker Raymond

Director

Sell

4,755 shares at $33.35

Aug 22, 2025$158.58K

FLOWERS CLARENCE B.

Director

Sell

10,319 shares at $14.70

Aug 21, 2019$151.69K

PERGANDE WILMER F.

Director

Sell

4,299 shares at $33.75

Dec 3, 2025$145.09K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for CWCO

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

64.6% institutional ownership

Moderate accumulation: 120 adding vs 74 reducing

13F shares decreased by 1.5%, a modest change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+22 growing-146 shrinkingNet: -124

139

New (3)

Increased (19)

Reduced (7)

Closed (139)

Top Institutional Holders, CWCO

Largest 8 institutional positions by ownership percentage as of Q2 2026

TSP CAPITAL MANAGEMENT GROUP, LLC

479.2K

$14.1M

Ownership

3.01%

No change

CWA ASSET MANAGEMENT GROUP, LLC

179.6K

$5.3M

Ownership

1.13%

+1.7%

NEW YORK STATE COMMON RETIREMENT FUND

142.3K

$4.2M

Ownership

0.89%

No change

FARROW FINANCIAL INC.

86.1K

$2.5M

Ownership

0.54%

+1.8%

STRS OHIO

23.7K

$699.1K

Ownership

0.15%

+24.1%

RAIFFEISEN BANK INTERNATIONAL AG

23.0K

$675.0K

Ownership

0.14%

+0.1%

CITIGROUP INC

20.1K

$592.7K

Ownership

0.13%

+172.8%

HENNION & WALSH ASSET MANAGEMENT, INC.

12.7K

$374.7K

Ownership

0.08%

+69.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 65 ETFs and mutual funds reporting

9 buying7 sellingNet: +2

Buying (9)

Unchanged (49)

Selling (7)

Bullish Signal

Funds accumulating in Q2 2026

65 ETFs and mutual funds reporting

9 buying vs 7 selling (balanced)

Top Fund Holders, CWCO

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY SALEM STREET TRUST

156.4K

Weight

0.01%

No change

VANGUARD SCOTTSDALE FUNDS

91.2K

Weight

0.00%

Increased

Northern Lights Fund Trust IV

58.8K

Weight

0.49%

Increased

SEI INSTITUTIONAL INVESTMENTS TRUST

27.9K

Weight

0.00%

Decreased

GOLDMAN SACHS TRUST

27.5K

Weight

0.02%

No change

Fidelity Rutland Square Trust II

24.6K

Weight

0.00%

No change

iSHARES TRUST

19.8K

Weight

0.00%

No change

ALPS ETF Trust

13.7K

Weight

0.04%

No change

Consolidated Water Co. Ltd.· CWCO

Holdings Analysis

Insider Trading Activity

1.3Transaction History102Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings65Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History102Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings65Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights