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Larry Mathis Financial Planning’s Cooper Companies COO Stock Holding History

Larry Mathis Financial 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
2026
Q2 		$367K Sell
5,116
-641
-11% -$41.9K 0.28% 88
2026
Q1 		$412K Sell
5,757
-214
-4% -$16.9K 0.37% 68
2025
Q4 		$489K Buy
+5,971
New +$447K 0.43% 64

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

Larry Mathis Financial Planning's COO Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Cooper Companies (COO) stake by 11% in Q2 2026, selling an estimated $41.9K and leaving 5,116 shares worth $367K. The position accounts for 0.28% of the portfolio, ranked #88.

Larry Mathis Financial Planning first reported a position in COO in Q4 2025 and has held it in 3 quarters since. The position peaked at $489K in Q4 2025. 672 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Larry Mathis Financial Planning held 5,116 shares of Cooper Companies worth $367K as of Q2 2026.
  • Larry Mathis Financial Planning sold 641 Cooper Companies shares in Q2 2026, an estimated $41.9K.
  • Cooper Companies made up 0.28% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #88 holding.
  • Larry Mathis Financial Planning first reported a position in Cooper Companies in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Cooper Companies position peaked at $489K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.