Key Financial Inc’s Cooper Companies COO Stock Holding History

Key Financial Inc’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
2025 Q2	–	Sell	-10	Closed	-$844	–	1440
2025 Q1	$844	Buy	+10	New	+$896	﹤0.01%	1244

Other funds holding COO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Key Financial Inc's COO Position: Q2 2025 in Review

Key Financial Inc sold out of Cooper Companies (COO) in Q2 2025, closing a stake of 10 shares — an estimated $844 sold.

Key Financial Inc first reported a position in COO in Q1 2025 and held it in 1 quarter. The position peaked at $844 in Q1 2025. 626 funds tracked by Wall St. Rank hold COO as of Q2 2025.

Key Financial Inc reported no remaining Cooper Companies position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 10 Cooper Companies shares in Q2 2025, an estimated $844.
Key Financial Inc first reported a position in Cooper Companies in Q1 2025 and held it in 1 quarter.
Key Financial Inc's Cooper Companies position peaked at $844 in Q1 2025.
626 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.