L.M. Kohn & Company’s Coinbase COIN Stock Holding History

L.M. Kohn & Company’s Portfolio COIN Stock Details COIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,020	Closed	-$358K	–	161
2025 Q2	$358K	Buy	+1,020	New	+$238K	0.1%	177

Other funds holding COIN

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

L.M. Kohn & Company's COIN Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Coinbase (COIN) in Q3 2025, closing a stake of 1,020 shares — an estimated $358K sold.

L.M. Kohn & Company first reported a position in COIN in Q2 2025 and held it in 1 quarter. The position peaked at $358K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

L.M. Kohn & Company reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 1,020 Coinbase shares in Q3 2025, an estimated $358K.
L.M. Kohn & Company first reported a position in Coinbase in Q2 2025 and held it in 1 quarter.
L.M. Kohn & Company's Coinbase position peaked at $358K in Q2 2025.
1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.