Forum Financial Management’s Coty COTY Stock Holding History

Forum Financial Management’s Portfolio COTY Stock Details COTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,418	Closed	-$78.9K	–	960
2025 Q1	$78.9K	Hold	14,418	–	–	﹤0.01%	855
2024 Q4	$100K	Sell	14,418 -27	-0.2%	-$208	﹤0.01%	879
2024 Q3	$136K	Buy	14,445 +1	+0%	+$10	﹤0.01%	742
2024 Q2	$145K	Buy	14,444 +26	+0.2%	+$278	﹤0.01%	688
2024 Q1	$172K	Sell	14,418 -2	-0%	-$24	﹤0.01%	713
2023 Q4	$179K	Buy	14,420 +431	+3%	+$4.66K	﹤0.01%	658
2023 Q3	$153K	Hold	13,989	–	–	﹤0.01%	604
2023 Q2	$172K	Hold	13,989	–	–	﹤0.01%	622
2023 Q1	$169K	Hold	13,989	–	–	﹤0.01%	584
2022 Q4	$120K	Sell	13,989 -4,633	-25%	-$34K	﹤0.01%	567
2022 Q3	$118K	Buy	+18,622	New	+$141K	0.01%	513
2022 Q2	–	Sell	-15,692	Closed	-$141K	–	597
2022 Q1	$141K	Buy	+15,692	New	+$140K	0.01%	586

Other funds holding COTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's COTY Position: Q2 2025 in Review

Forum Financial Management sold out of Coty (COTY) in Q2 2025, closing a stake of 14,418 shares — an estimated $78.9K sold.

Forum Financial Management first reported a position in COTY in Q1 2022 and held it in 12 quarters. The position peaked at $179K in Q4 2023. 331 funds tracked by Wall St. Rank hold COTY as of Q2 2025.

Forum Financial Management reported no remaining Coty position as of Q2 2025 after selling out during the quarter.
Forum Financial Management sold 14,418 Coty shares in Q2 2025, an estimated $78.9K.
Forum Financial Management first reported a position in Coty in Q1 2022 and held it in 12 quarters.
Forum Financial Management's Coty position peaked at $179K in Q4 2023.
331 funds tracked by Wall St. Rank held Coty as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.