Carson Wealth (CWM LLC)’s Cooper Companies COO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.54M | Buy |
91,515
+73,249
| +401% | +$5.8M | 0.02% | 702 |
|
|
2025
Q4 | $1.5M | Buy |
18,266
+13,341
| +271% | +$999K | ﹤0.01% | 1286 |
|
|
2025
Q3 | $338K | Buy |
4,925
+1,508
| +44% | +$107K | ﹤0.01% | 2028 |
|
|
2025
Q2 | $243K | Sell |
3,417
-216
| -6% | -$16.5K | ﹤0.01% | 2007 |
|
|
2025
Q1 | $306K | Sell |
3,633
-838
| -19% | -$75.1K | ﹤0.01% | 1660 |
|
|
2024
Q4 | $411K | Sell |
4,471
-722
| -14% | -$73.6K | ﹤0.01% | 1465 |
|
|
2024
Q3 | $573K | Buy |
5,193
+1,370
| +36% | +$133K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $334K | Buy |
3,823
+186
| +5% | +$17.4K | ﹤0.01% | 1349 |
|
|
2024
Q1 | $369K | Buy |
3,637
+513
| +16% | +$49.6K | ﹤0.01% | 1241 |
|
|
2023
Q4 | $296K | Buy |
3,124
+440
| +16% | +$36.9K | ﹤0.01% | 1253 |
|
|
2023
Q3 | $213K | Buy |
2,684
+296
| +12% | +$27.3K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $229K | Buy |
2,388
+280
| +13% | +$26.3K | ﹤0.01% | 1202 |
|
|
2023
Q1 | $197K | Buy |
2,108
+252
| +14% | +$21.7K | ﹤0.01% | 1204 |
|
|
2022
Q4 | $153K | Sell |
1,856
-264
| -12% | -$19.5K | ﹤0.01% | 1200 |
|
|
2022
Q3 | $140K | Buy |
2,120
+804
| +61% | +$61.6K | ﹤0.01% | 1186 |
|
|
2022
Q2 | $103K | Buy |
1,316
+420
| +47% | +$37.2K | ﹤0.01% | 1305 |
|
|
2022
Q1 | $94K | Buy |
896
+160
| +22% | +$16.1K | ﹤0.01% | 1347 |
|
|
2021
Q4 | $77K | Buy |
+736
| New | +$75K | ﹤0.01% | 1402 |
|
|
2021
Q2 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2021
Q1 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2020
Q4 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2020
Q3 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2020
Q2 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2020
Q1 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q4 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q3 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q2 | $53K | Hold |
536
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q1 | $53K | Sell |
536
-185,604
| -100% | -$13M | ﹤0.01% | 1375 |
|
|
2018
Q4 | $11.8M | Sell |
186,140
-63,072
| -25% | -$4.08M | 0.3% | 79 |
|
|
2018
Q3 | $17.3M | Buy |
249,212
+65,332
| +36% | +$4.2M | 0.44% | 58 |
|
|
2018
Q2 | $10.8M | Buy |
+183,880
| New | +$10.5M | 0.36% | 71 |
|
|
2018
Q1 | – | Sell |
-60
| Closed | -$3K | – | 1425 |
|
|
2017
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 1187 |
|
|
2017
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 1125 |
|
|
2017
Q2 | $4K | Buy |
+60
| New | +$3.26K | ﹤0.01% | 907 |
|
Other funds holding COO
BW
Carson Wealth (CWM LLC)'s COO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Cooper Companies (COO) stake by 401% in Q1 2026, buying an estimated $5.8M and bringing the position to 91,515 shares worth $6.54M. The position accounts for 0.02% of the portfolio, ranked #702.
Carson Wealth (CWM LLC) first reported a position in COO in Q2 2017 and has held it in 34 quarters since. The position peaked at $17.3M in Q3 2018. 679 funds tracked by Wall St. Rank hold COO as of Q1 2026.
- Carson Wealth (CWM LLC) held 91,515 shares of Cooper Companies worth $6.54M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 73,249 Cooper Companies shares in Q1 2026, an estimated $5.8M.
- Cooper Companies made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #702 holding.
- Carson Wealth (CWM LLC) first reported a position in Cooper Companies in Q2 2017 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Cooper Companies position peaked at $17.3M in Q3 2018.
- 679 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.