Creative Planning
COO icon

Creative Planning’s Cooper Companies COO Stock Holding History

Creative Planning’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
2018
Q2 		– Sell
-400
Closed -$1K – 2076
2018
Q1 		$1K Buy
+400
New +$23.3K ﹤0.01% 2007

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

Creative Planning's COO Position: Q2 2026 in Review

Creative Planning increased its Cooper Companies (COO) stake by 54% in Q2 2026, buying an estimated $2.91M and bringing the position to 127,408 shares worth $9.14M. The position accounts for 0.01% of the portfolio, ranked #950.

Creative Planning first reported a position in COO in Q2 2013 and has held it in 52 quarters since. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Creative Planning held 127,408 shares of Cooper Companies worth $9.14M as of Q2 2026.
  • Creative Planning bought 44,493 Cooper Companies shares in Q2 2026, an estimated $2.91M.
  • Cooper Companies made up 0.01% of Creative Planning's portfolio in Q2 2026, its #950 holding.
  • Creative Planning first reported a position in Cooper Companies in Q2 2013 and has held it in 52 quarters since.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.