Bedel Financial Consulting’s Cooper Companies COO Stock Holding History

Bedel Financial Consulting’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
2025 Q4	–	Sell	-4,000	Closed	-$274K	–	294
2025 Q3	$274K	Hold	4,000	–	–	0.04%	229
2025 Q2	$285K	Hold	4,000	–	–	0.04%	221
2025 Q1	$322K	Hold	4,000	–	–	0.05%	200
2024 Q4	$387K	Hold	4,000	–	–	0.05%	179
2024 Q3	$441K	Hold	4,000	–	–	0.06%	159
2024 Q2	$349K	Hold	4,000	–	–	0.05%	172
2024 Q1	$406K	Hold	4,000	–	–	0.06%	161
2023 Q4	$378K	Hold	4,000	–	–	0.07%	158
2023 Q3	$318K	Hold	4,000	–	–	0.06%	164
2023 Q2	$383K	Hold	4,000	–	–	0.08%	147
2023 Q1	$373K	Hold	4,000	–	–	0.09%	141
2022 Q4	$331K	Hold	4,000	–	–	0.08%	152
2022 Q3	$271K	Hold	4,000	–	–	0.07%	167
2022 Q2	$313K	Hold	4,000	–	–	0.09%	145
2022 Q1	$418K	Hold	4,000	–	–	0.13%	116
2021 Q4	$419K	Hold	4,000	–	–	0.13%	117
2021 Q3	$413K	Hold	4,000	–	–	0.14%	111
2021 Q2	$396K	Hold	4,000	–	–	0.14%	110
2021 Q1	$384K	Buy	+4,000	New	+$380K	0.15%	110

Other funds holding COO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bedel Financial Consulting's COO Position: Q4 2025 in Review

Bedel Financial Consulting sold out of Cooper Companies (COO) in Q4 2025, closing a stake of 4,000 shares — an estimated $274K sold.

Bedel Financial Consulting first reported a position in COO in Q1 2021 and held it in 19 quarters. The position peaked at $441K in Q3 2024. 669 funds tracked by Wall St. Rank hold COO as of Q4 2025.

Bedel Financial Consulting reported no remaining Cooper Companies position as of Q4 2025 after selling out during the quarter.
Bedel Financial Consulting sold 4,000 Cooper Companies shares in Q4 2025, an estimated $274K.
Bedel Financial Consulting first reported a position in Cooper Companies in Q1 2021 and held it in 19 quarters.
Bedel Financial Consulting's Cooper Companies position peaked at $441K in Q3 2024.
669 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2025.

Based on Bedel Financial Consulting's 13F filing for Q4 2025, filed 28 Jan 2026.