Covestor
COO icon

Covestor’s Cooper Companies COO Stock Holding History

Covestor’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
Q3 		$5K Sell
79
-2,460
-97% -$168K ﹤0.01% 1849
2026
Q2 		$182K Buy
2,539
+2,462
+3,197% +$161K 0.11% 150
2026
Q1 		$6K Sell
77
-64
-45% -$5.06K ﹤0.01% 1715
2025
Q4 		$12K Hold
141
– – 0.01% 1477
2025
Q3 		$10K Sell
141
-1
-0.7% -$71 0.01% 1595
2025
Q2 		$10K Hold
142
– – 0.01% 1585
2025
Q1 		$12K Sell
142
-316
-69% -$28.3K 0.01% 1387
2024
Q4 		$42K Buy
458
+120
+36% +$12.2K 0.03% 920
2024
Q3 		$37K Buy
338
+200
+145% +$19.5K 0.02% 976
2024
Q2 		$12K Sell
138
-138
-50% -$12.9K 0.01% 1400
2024
Q1 		$28K Buy
276
+4
+1% +$387 0.02% 1088
2023
Q4 		$26K Buy
272
+132
+94% +$11.1K 0.02% 1094
2023
Q3 		$11K Sell
140
-16
-10% -$1.47K 0.01% 1365
2023
Q2 		$15K Buy
156
+4
+3% +$375 0.01% 1253
2023
Q1 		$15K Hold
152
– – 0.01% 1106
2022
Q4 		$13K Hold
152
– – 0.01% 1187
2022
Q3 		$10K Sell
152
-956
-86% -$73.2K 0.01% 1248
2022
Q2 		$87K Sell
1,108
-12
-1% -$1.06K 0.07% 489
2022
Q1 		$117K Buy
1,120
+604
+117% +$60.8K 0.08% 405
2021
Q4 		$54K Buy
+516
New +$52.6K 0.08% 490

Other funds holding COO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Covestor's COO Position: Q3 2026 in Review

Covestor reduced its Cooper Companies (COO) stake by 97% in Q3 2026, selling an estimated $168K and leaving 79 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Covestor first reported a position in COO in Q4 2021 and has held it in 20 quarters since. The position peaked at $182K in Q2 2026. 507 funds tracked by Wall St. Rank hold COO as of Q3 2026.

  • Covestor held 79 shares of Cooper Companies worth $5K as of Q3 2026.
  • Covestor sold 2,460 Cooper Companies shares in Q3 2026, an estimated $168K.
  • Cooper Companies made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1849 holding.
  • Covestor first reported a position in Cooper Companies in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Cooper Companies position peaked at $182K in Q2 2026.
  • 507 funds tracked by Wall St. Rank held Cooper Companies as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.