M & L Capital Management’s Coherent COHR Stock Holding History

M & L Capital Management’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17M	Buy	43,000 +5,400	+14%	+$1.91M	4.59%	8
2026 Q1	$8.96M	Buy	37,600 +15,900	+73%	+$3.64M	2.2%	8
2025 Q4	$4.01M	Buy	+21,700	New	+$3.25M	0.84%	14

Other funds holding COHR

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

M & L Capital Management's COHR Position: Q2 2026 in Review

M & L Capital Management increased its Coherent (COHR) stake by 14% in Q2 2026, buying an estimated $1.91M and bringing the position to 43,000 shares worth $17M. The position accounts for 4.59% of the portfolio, ranked #8.

M & L Capital Management first reported a position in COHR in Q4 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

M & L Capital Management held 43,000 shares of Coherent worth $17M as of Q2 2026.
M & L Capital Management bought 5,400 Coherent shares in Q2 2026, an estimated $1.91M.
Coherent made up 4.59% of M & L Capital Management's portfolio in Q2 2026, its #8 holding.
M & L Capital Management first reported a position in Coherent in Q4 2025 and has held it in 3 quarters since.
162 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.