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Cape Investment Advisory’s Coinbase COIN Stock Holding History

Cape Investment Advisory’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6K Buy
+189
New +$34.1K 0.01% 639
2026
Q1 		– Sell
-239
Closed -$54K – 394
2025
Q4 		$54K Buy
239
+201
+529% +$59.9K 0.02% 401
2025
Q3 		$12.8K Sell
38
-251
-87% -$85.1K 0.01% 368
2025
Q2 		$101K Sell
289
-16
-5% -$3.74K 0.04% 265
2025
Q1 		$52.5K Hold
305
– – 0.02% 331
2024
Q4 		$75.7K Sell
305
-49
-14% -$12.4K 0.03% 272
2024
Q3 		$63.1K Hold
354
– – 0.03% 294
2024
Q2 		$78.7K Buy
354
+17
+5% +$3.91K 0.04% 248
2024
Q1 		$89.3K Sell
337
-14
-4% -$2.52K 0.04% 233
2023
Q4 		$61K Buy
351
+128
+57% +$14K 0.03% 314
2023
Q3 		$16.7K Sell
223
-115
-34% -$9.69K 0.01% 474
2023
Q2 		$24.2K Buy
338
+25
+8% +$1.49K 0.01% 410
2023
Q1 		$21.1K Buy
+313
New +$18.7K 0.01% 410

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Cape Investment Advisory's COIN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Coinbase (COIN) in Q2 2026: 189 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in COIN as recently as Q4 2025.

Cape Investment Advisory first reported a position in COIN in Q1 2023 and has held it in 13 quarters since. The position peaked at $101K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Cape Investment Advisory held 189 shares of Coinbase worth $27.6K as of Q2 2026.
  • Coinbase was a new Cape Investment Advisory position in Q2 2026.
  • Coinbase made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #639 holding.
  • Cape Investment Advisory first reported a position in Coinbase in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Coinbase position peaked at $101K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.