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Beacon Investment Advisory Services’s Cooper Companies COO Stock Holding History

Beacon Investment Advisory Services’s Portfolio COO Stock Details COO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$852K Buy
11,888
+2,095
+21% +$137K 0.03% 147
2026
Q1 		$700K Buy
+9,793
New +$775K 0.03% 160
2025
Q2 		– Sell
-2,393
Closed -$202K – 254
2025
Q1 		$202K Buy
2,393
+101
+4% +$9.05K 0.01% 229
2024
Q4 		$211K Hold
2,292
– – 0.01% 241
2024
Q3 		$253K Hold
2,292
– – 0.01% 231
2024
Q2 		$200K Hold
2,292
– – 0.01% 255
2024
Q1 		$233K Hold
2,292
– – 0.01% 247
2023
Q4 		$217K Buy
+2,292
New +$192K 0.01% 253
2023
Q3 		– Sell
-2,268
Closed -$217K – 274
2023
Q2 		$217K Hold
2,268
– – 0.01% 263
2023
Q1 		$212K Buy
+2,268
New +$195K 0.01% 263
2022
Q2 		– Sell
-2,296
Closed -$240K – 290
2022
Q1 		$240K Sell
2,296
-68
-3% -$6.84K 0.01% 272
2021
Q4 		$248K Hold
2,364
– – 0.01% 274
2021
Q3 		$244K Buy
2,364
+44
+2% +$4.69K 0.01% 273
2021
Q2 		$230K Hold
2,320
– – 0.01% 286
2021
Q1 		$223K Sell
2,320
-52
-2% -$4.93K 0.01% 281
2020
Q4 		$215K Hold
2,372
– – 0.01% 263
2020
Q3 		$200K Buy
+2,372
New +$182K 0.01% 243
2019
Q4 		– Sell
-2,824
Closed -$210K – 247
2019
Q3 		$210K Hold
2,824
– – 0.02% 225
2019
Q2 		$238K Sell
2,824
-12
-0.4% -$902 0.03% 211
2019
Q1 		$210K Buy
+2,836
New +$198K 0.02% 216

Other funds holding COO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beacon Investment Advisory Services's COO Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Cooper Companies (COO) stake by 21% in Q2 2026, buying an estimated $137K and bringing the position to 11,888 shares worth $852K. The position accounts for 0.03% of the portfolio, ranked #147.

Beacon Investment Advisory Services first reported a position in COO in Q1 2019 and has held it in 20 quarters since. 674 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Beacon Investment Advisory Services held 11,888 shares of Cooper Companies worth $852K as of Q2 2026.
  • Beacon Investment Advisory Services bought 2,095 Cooper Companies shares in Q2 2026, an estimated $137K.
  • Cooper Companies made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #147 holding.
  • Beacon Investment Advisory Services first reported a position in Cooper Companies in Q1 2019 and has held it in 20 quarters since.
  • 674 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.