Creative Planning’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 | $5.93M | Buy |
82,915
+47,094
| +131% | +$3.73M | ﹤0.01% | 1063 |
|
|
2025
Q4 | $2.94M | Buy |
35,821
+21,019
| +142% | +$1.57M | ﹤0.01% | 1395 |
|
|
2025
Q3 | $1.01M | Buy |
14,802
+3,472
| +31% | +$246K | ﹤0.01% | 2103 |
|
|
2025
Q2 | $806K | Sell |
11,330
-1,142
| -9% | -$87.4K | ﹤0.01% | 2045 |
|
|
2025
Q1 | $1.05M | Buy |
12,472
+2,057
| +20% | +$184K | ﹤0.01% | 1679 |
|
|
2024
Q4 | $957K | Buy |
10,415
+257
| +3% | +$26.2K | ﹤0.01% | 1675 |
|
|
2024
Q3 | $1.12M | Sell |
10,158
-503
| -5% | -$49K | ﹤0.01% | 1435 |
|
|
2024
Q2 | $931K | Sell |
10,661
-234
| -2% | -$21.8K | ﹤0.01% | 1456 |
|
|
2024
Q1 | $1.11M | Sell |
10,895
-5,737
| -34% | -$555K | ﹤0.01% | 1272 |
|
|
2023
Q4 | $1.57M | Sell |
16,632
-32
| -0.2% | -$2.69K | ﹤0.01% | 1015 |
|
|
2023
Q3 | $1.32M | Buy |
16,664
+1,936
| +13% | +$178K | ﹤0.01% | 1031 |
|
|
2023
Q2 | $1.41M | Buy |
14,728
+1,872
| +15% | +$176K | ﹤0.01% | 970 |
|
|
2023
Q1 | $1.2M | Buy |
12,856
+472
| +4% | +$40.6K | ﹤0.01% | 985 |
|
|
2022
Q4 | $1.02M | Buy |
12,384
+508
| +4% | +$37.5K | ﹤0.01% | 1022 |
|
|
2022
Q3 | $784K | Buy |
11,876
+1,656
| +16% | +$127K | ﹤0.01% | 1068 |
|
|
2022
Q2 | $800K | Buy |
10,220
+1,668
| +20% | +$148K | ﹤0.01% | 1065 |
|
|
2022
Q1 | $893K | Sell |
8,552
-232
| -3% | -$23.4K | ﹤0.01% | 1039 |
|
|
2021
Q4 | $920K | Buy |
8,784
+40
| +0.5% | +$4.07K | ﹤0.01% | 992 |
|
|
2021
Q3 | $904K | Buy |
8,744
+524
| +6% | +$55.9K | ﹤0.01% | 992 |
|
|
2021
Q2 | $814K | Sell |
8,220
-164
| -2% | -$16.1K | ﹤0.01% | 1022 |
|
|
2021
Q1 | $805K | Buy |
8,384
+124
| +2% | +$11.8K | ﹤0.01% | 1158 |
|
|
2020
Q4 | $750K | Buy |
8,260
+908
| +12% | +$77.9K | ﹤0.01% | 1093 |
|
|
2020
Q3 | $620K | Buy |
7,352
+516
| +8% | +$39.6K | ﹤0.01% | 1020 |
|
|
2020
Q2 | $485K | Sell |
6,836
-332
| -5% | -$24.6K | ﹤0.01% | 1051 |
|
|
2020
Q1 | $494K | Buy |
7,168
+144
| +2% | +$11.7K | ﹤0.01% | 953 |
|
|
2019
Q4 | $564K | Buy |
7,024
+316
| +5% | +$23.8K | ﹤0.01% | 1048 |
|
|
2019
Q3 | $498K | Sell |
6,708
-128
| -2% | -$10.3K | ﹤0.01% | 1065 |
|
|
2019
Q2 | $576K | Sell |
6,836
-536
| -7% | -$40.3K | ﹤0.01% | 1002 |
|
|
2019
Q1 | $546K | Buy |
7,372
+304
| +4% | +$21.2K | ﹤0.01% | 984 |
|
|
2018
Q4 | $450K | Sell |
7,068
-100
| -1% | -$6.47K | ﹤0.01% | 1013 |
|
|
2018
Q3 | $497K | Sell |
7,168
-108
| -1% | -$6.94K | ﹤0.01% | 1081 |
|
|
2018
Q2 | $428K | Buy |
7,276
+208
| +3% | +$11.9K | ﹤0.01% | 1155 |
|
|
2018
Q1 | $404K | Sell |
7,068
-148
| -2% | -$8.63K | ﹤0.01% | 1190 |
|
|
2017
Q4 | $393K | Buy |
7,216
+484
| +7% | +$28.3K | ﹤0.01% | 1206 |
|
|
2017
Q3 | $399K | Sell |
6,732
-904
| -12% | -$55.2K | ﹤0.01% | 1152 |
|
|
2017
Q2 | $457K | Buy |
7,636
+64
| +0.8% | +$3.48K | ﹤0.01% | 1063 |
|
|
2017
Q1 | $378K | Buy |
7,572
+324
| +4% | +$15.4K | ﹤0.01% | 1133 |
|
|
2016
Q4 | $317K | Sell |
7,248
-96
| -1% | -$4.19K | ﹤0.01% | 1159 |
|
|
2016
Q3 | $329K | Buy |
7,344
+1,080
| +17% | +$49.2K | ﹤0.01% | 1133 |
|
|
2016
Q2 | $269K | Buy |
6,264
+4
| +0.1% | +$160 | ﹤0.01% | 1105 |
|
|
2016
Q1 | $241K | Sell |
6,260
-136
| -2% | -$4.7K | ﹤0.01% | 1119 |
|
|
2015
Q4 | $215K | Hold |
6,396
| – | – | ﹤0.01% | 1155 |
|
|
2015
Q3 | $238K | Buy |
+6,396
| New | +$265K | ﹤0.01% | 1096 |
|
|
2015
Q2 | – | Sell |
-6,916
| Closed | -$324K | – | 1455 |
|
|
2015
Q1 | $324K | Sell |
6,916
-80
| -1% | -$3.38K | ﹤0.01% | 953 |
|
|
2014
Q4 | $283K | Sell |
6,996
-84
| -1% | -$3.37K | ﹤0.01% | 969 |
|
|
2014
Q3 | $276K | Sell |
7,080
-820
| -10% | -$32.3K | ﹤0.01% | 904 |
|
|
2014
Q2 | $268K | Sell |
7,900
-2,892
| -27% | -$95.5K | ﹤0.01% | 892 |
|
|
2014
Q1 | $371K | Buy |
10,792
+52
| +0.5% | +$1.67K | 0.01% | 742 |
|
|
2013
Q4 | $333K | Buy |
10,740
+600
| +6% | +$19.1K | 0.01% | 644 |
|
|
2013
Q3 | $329K | Buy |
10,140
+3,952
| +64% | +$127K | 0.01% | 562 |
|
|
2013
Q2 | $184K | Buy |
+6,188
| New | +$174K | ﹤0.01% | 709 |
|
Other funds holding COO
VCM
VPM
BW
Creative Planning's COO Position: Q1 2026 in Review
Creative Planning increased its Cooper Companies (COO) stake by 131% in Q1 2026, buying an estimated $3.73M and bringing the position to 82,915 shares worth $5.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1063.
Creative Planning first reported a position in COO in Q2 2013 and has held it in 51 quarters since. 675 funds tracked by Wall St. Rank hold COO as of Q1 2026.
- Creative Planning held 82,915 shares of Cooper Companies worth $5.93M as of Q1 2026.
- Creative Planning bought 47,094 Cooper Companies shares in Q1 2026, an estimated $3.73M.
- Cooper Companies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1063 holding.
- Creative Planning first reported a position in Cooper Companies in Q2 2013 and has held it in 51 quarters since.
- 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.