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Carolinas Wealth Consulting’s Cooper Companies COO Stock Holding History

Carolinas Wealth 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
Q1 		– Sell
-5
Closed -$460 – 1033
2024
Q4 		$460 Hold
5
– – ﹤0.01% 1012
2024
Q3 		$552 Buy
+5
New +$487 ﹤0.01% 995
2024
Q2 		– Sell
-5
Closed -$507 – 1049
2024
Q1 		$507 Buy
+5
New +$484 ﹤0.01% 977

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's COO Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Cooper Companies (COO) in Q1 2025, closing a stake of 5 shares — an estimated $460 sold.

Carolinas Wealth Consulting first reported a position in COO in Q1 2024 and held it in 3 quarters. The position peaked at $552 in Q3 2024. 639 funds tracked by Wall St. Rank hold COO as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Cooper Companies position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Cooper Companies shares in Q1 2025, an estimated $460.
  • Carolinas Wealth Consulting first reported a position in Cooper Companies in Q1 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Cooper Companies position peaked at $552 in Q3 2024.
  • 639 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.