Creative Planning
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.