CFO
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Callan Family Office’s Cooper Companies COO Stock Holding History

Callan Family Office’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 		$572K Buy
7,974
+2,413
+43% +$158K 0.01% 771
2026
Q1 		$398K Buy
5,561
+59
+1% +$4.67K 0.01% 843
2025
Q4 		$451K Buy
5,502
+619
+13% +$46.3K 0.01% 812
2025
Q3 		$335K Buy
4,883
+518
+12% +$36.7K 0.01% 663
2025
Q2 		$311K Buy
4,365
+493
+13% +$37.7K 0.01% 757
2025
Q1 		$327K Sell
3,872
-272
-7% -$24.4K 0.02% 405
2024
Q4 		$381K Buy
+4,144
New +$422K 0.02% 427

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 $3.38T AUM 44.17% 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

Callan Family Office's COO Position: Q2 2026 in Review

Callan Family Office increased its Cooper Companies (COO) stake by 43% in Q2 2026, buying an estimated $158K and bringing the position to 7,974 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #771.

Callan Family Office first reported a position in COO in Q4 2024 and has held it in 7 quarters since. 678 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Callan Family Office held 7,974 shares of Cooper Companies worth $572K as of Q2 2026.
  • Callan Family Office bought 2,413 Cooper Companies shares in Q2 2026, an estimated $158K.
  • Cooper Companies made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #771 holding.
  • Callan Family Office first reported a position in Cooper Companies in Q4 2024 and has held it in 7 quarters since.
  • 678 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.