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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

OMC holding history

Omnicom Group Inc. in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OMC overviewAll 13F holders of OMCFull Q2 2026 holdings

Shares (Q2 2026)
525
Value
$38.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OMC by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026525$38.2K<0.1%−137−20.7%ReducedHolders
Q1 2026662$49.9K<0.1%+149+29.0%AddedHolders
Q4 2025513$41.4K<0.1%−188−26.8%ReducedHolders
Q3 2025701$57.2K<0.1%−63−8.2%ReducedHolders
Q2 2025764$55.0K<0.1%+128+20.1%AddedHolders
Q1 2025636$52.7K<0.1%00.0%UnchangedHolders
Q4 2024636$54.7K<0.1%+195+44.2%AddedHolders
Q3 2024441$45.6K<0.1%+138+45.5%AddedHolders
Q2 2024303$27.2K<0.1%+133+78.2%AddedHolders
Q1 2024170$16.4K<0.1%+170NewHolders
Q4 20230$00.0%−411−100.0%Sold outHolders
Q3 2023411$30.6K<0.1%−27−6.2%ReducedHolders
Q2 2023438$41.7K<0.1%−214−32.8%ReducedHolders
Q1 2023652$61.5K<0.1%00.0%UnchangedHolders
Q4 2022652$53.2K<0.1%+214+48.9%AddedHolders
Q3 2022438$27.6K<0.1%00.0%UnchangedHolders
Q2 2022438$27.9K<0.1%00.0%UnchangedHolders
Q1 2022438$37.2K<0.1%00.0%UnchangedHolders
Q4 2021438$32.1K<0.1%00.0%UnchangedHolders
Q3 2021438$31.7K<0.1%00.0%UnchangedHolders
Q2 2021438$35.0K<0.1%+27+6.6%AddedHolders
Q1 2021411$30.5K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.