CCM
COIN icon

Consolidated Capital Management’s Coinbase COIN Stock Holding History

Consolidated Capital Management’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
Q3 		$8.27M Buy
44,391
+487
+1% +$82.7K 2.27% 23
2026
Q2 		$6.42M Buy
43,904
+829
+2% +$150K 1.71% 28
2026
Q1 		$7.52M Buy
43,075
+42,058
+4,135% +$8.28M 2.43% 21
2025
Q4 		$230K Buy
1,017
+345
+51% +$103K 0.07% 72
2025
Q3 		$227K Buy
+672
New +$228K 0.08% 46

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Consolidated Capital Management's COIN Position: Q3 2026 in Review

Consolidated Capital Management increased its Coinbase (COIN) stake by 1.1% in Q3 2026, buying an estimated $82.7K and bringing the position to 44,391 shares worth $8.27M. The position accounts for 2.27% of the portfolio, ranked #23.

Consolidated Capital Management first reported a position in COIN in Q3 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Consolidated Capital Management held 44,391 shares of Coinbase worth $8.27M as of Q3 2026.
  • Consolidated Capital Management bought 487 Coinbase shares in Q3 2026, an estimated $82.7K.
  • Coinbase made up 2.27% of Consolidated Capital Management's portfolio in Q3 2026, its #23 holding.
  • Consolidated Capital Management first reported a position in Coinbase in Q3 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Consolidated Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.