Loring Wolcott & Coolidge Fiduciary Advisors’s Cooper Companies COO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$21.3K	Hold	297	–	–	﹤0.01%	486
2026 Q1	$21.1K	Buy	+297	New	+$23.5K	﹤0.01%	485
2022 Q2	–	Sell	-40	Closed	-$4K	–	638
2022 Q1	$4K	Hold	40	–	–	﹤0.01%	595
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	665
2021 Q3	$4K	Sell	40 -40	-50%	-$4.27K	﹤0.01%	668
2021 Q2	$8K	Buy	+80	New	+$7.84K	﹤0.01%	667
2021 Q1	–	Sell	-40	Closed	-$4K	–	388
2020 Q4	$4K	Hold	40	–	–	﹤0.01%	705
2020 Q3	$3K	Hold	40	–	–	﹤0.01%	557
2020 Q2	$3K	Hold	40	–	–	﹤0.01%	550
2020 Q1	$3K	Sell	40 -60	-60%	-$4.88K	﹤0.01%	603
2019 Q4	$8K	Sell	100 -52	-34%	-$3.92K	﹤0.01%	587
2019 Q3	$11K	Sell	152 -24	-14%	-$1.94K	﹤0.01%	557
2019 Q2	$15K	Buy	176 +60	+52%	+$4.51K	﹤0.01%	531
2019 Q1	$9K	Sell	116 -4	-3%	-$279	﹤0.01%	564
2018 Q4	$8K	Sell	120 -36	-23%	-$2.33K	﹤0.01%	575
2018 Q3	$11K	Hold	156	–	–	﹤0.01%	528
2018 Q2	$9K	Hold	156	–	–	﹤0.01%	552
2018 Q1	$9K	Sell	156 -37,764	-100%	-$2.2M	﹤0.01%	589
2017 Q4	$2.07M	Hold	37,920	–	–	0.04%	125
2017 Q3	$2.25M	Buy	37,920 +40	+0.1%	+$2.44K	0.04%	117
2017 Q2	$2.31M	Hold	37,880	–	–	0.05%	111
2017 Q1	$1.89M	Hold	37,880	–	–	0.04%	120
2016 Q4	$1.66M	Sell	37,880 -32,580	-46%	-$1.42M	0.04%	122
2016 Q3	$3.16M	Hold	70,460	–	–	0.07%	103
2016 Q2	$3.02M	Buy	70,460 +1,760	+3%	+$70.4K	0.07%	107
2016 Q1	$2.64M	Buy	68,700 +3,940	+6%	+$136K	0.06%	109
2015 Q4	$2.17M	Buy	64,760 +64,740	+323,700%	+$2.32M	0.05%	117
2015 Q3	$0	Hold	20	–	–	﹤0.01%	611
2015 Q2	$0	Hold	20	–	–	﹤0.01%	615
2015 Q1	$0	Buy	+20	New	+$845	﹤0.01%	620

Other funds holding COO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's COO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Cooper Companies (COO) position steady in Q2 2026 at 297 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in COO in Q1 2015 and has held it in 30 quarters since. The position peaked at $3.16M in Q3 2016. 440 funds tracked by Wall St. Rank hold COO as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 297 shares of Cooper Companies worth $21.3K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Cooper Companies share count unchanged in Q2 2026.
Cooper Companies made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #486 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cooper Companies in Q1 2015 and has held it in 30 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Cooper Companies position peaked at $3.16M in Q3 2016.
440 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.