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Oakmark Equity Income shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Oakmark Equity Income (OAKBX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Oakmark Equity Income

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All positions including Oakmark Equity Income held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oakmark Equity Income by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 509 37.33
2025-06-30 $18k 506 35.57
2025-03-31 $18k 503 35.79
2024-12-31 $18k 500 36.00
2024-09-30 $18k 498 36.14
2024-06-30 $16k 495 32.32
2024-03-31 $17k 493 34.48
2023-12-31 $16k 490 32.65
2023-09-30 $43k 1.4k 31.00

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Apple Common Stock (AAPL)
Vanguard Ultra Short Treasury Etf Uit Exchange Traded (VGUS)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Johnson & Johnson Common Stock (JNJ)
Southern Common Stock (SO)
Philip Morris Intl Common Stock (PM)
Mcdonalds Corp Common Stock (MCD)

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Top funds holding Oakmark Equity Income

Coston, McIsaac & Partners

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