COA
COO icon

Charter Oak Advisors’s Cooper Companies COO Stock Holding History

Charter Oak Advisors’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 		$12.7M Sell
177,131
-12,900
-7% -$843K 6.99% 7
2026
Q1 		$13.6M Buy
190,031
+113,293
+148% +$8.96M 8.23% 7
2025
Q4 		$6.29M Buy
+76,738
New +$5.74M 5.29% 6

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

Charter Oak Advisors's COO Position: Q2 2026 in Review

Charter Oak Advisors reduced its Cooper Companies (COO) stake by 6.8% in Q2 2026, selling an estimated $843K and leaving 177,131 shares worth $12.7M. The position accounts for 6.99% of the portfolio, ranked #7.

Charter Oak Advisors first reported a position in COO in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6M in Q1 2026. 675 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Charter Oak Advisors held 177,131 shares of Cooper Companies worth $12.7M as of Q2 2026.
  • Charter Oak Advisors sold 12,900 Cooper Companies shares in Q2 2026, an estimated $843K.
  • Cooper Companies made up 6.99% of Charter Oak Advisors's portfolio in Q2 2026, its #7 holding.
  • Charter Oak Advisors first reported a position in Cooper Companies in Q4 2025 and has held it in 3 quarters since.
  • Charter Oak Advisors's Cooper Companies position peaked at $13.6M in Q1 2026.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Charter Oak Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.