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Cape Investment Advisory’s Cooper Companies COO Stock Holding History

Cape Investment Advisory’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 		$103K Buy
+1,438
New +$94K 0.03% 344
2026
Q1 		– Sell
-943
Closed -$77.3K – 395
2025
Q4 		$77.3K Sell
943
-13
-1% -$973 0.02% 339
2025
Q3 		$65.5K Buy
+956
New +$67.7K 0.06% 197
2025
Q2 		– Sell
-1
Closed -$84 – 1193
2025
Q1 		$84 Hold
1
– – ﹤0.01% 1104
2024
Q4 		$92 Buy
+1
New +$102 ﹤0.01% 1109

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

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

Cape Investment Advisory opened a new position in Cooper Companies (COO) in Q2 2026: 1,438 shares worth $103K. The stake represents 0.03% of the portfolio and ranks #344 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in COO as recently as Q4 2025.

Cape Investment Advisory first reported a position in COO in Q4 2024 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Cape Investment Advisory held 1,438 shares of Cooper Companies worth $103K as of Q2 2026.
  • Cooper Companies was a new Cape Investment Advisory position in Q2 2026.
  • Cooper Companies made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #344 holding.
  • Cape Investment Advisory first reported a position in Cooper Companies in Q4 2024 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

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