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MBM Wealth Consultants’s Cooper Companies COO Stock Holding History

MBM Wealth Consultants’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 		$1.6M Sell
22,275
-254
-1% -$16.6K 0.31% 49
2026
Q1 		$1.61M Buy
22,529
+1,403
+7% +$111K 0.37% 43
2025
Q4 		$1.73M Buy
21,126
+937
+5% +$70.1K 0.41% 35
2025
Q3 		$1.38M Buy
20,189
+3,498
+21% +$248K 0.34% 50
2025
Q2 		$1.19M Buy
16,691
+4,259
+34% +$326K 0.32% 49
2025
Q1 		$1.05M Buy
12,432
+639
+5% +$57.3K 0.31% 50
2024
Q4 		$1.07M Buy
+11,793
New +$1.2M 0.32% 49

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

MBM Wealth Consultants's COO Position: Q2 2026 in Review

MBM Wealth Consultants reduced its Cooper Companies (COO) stake by 1.1% in Q2 2026, selling an estimated $16.6K and leaving 22,275 shares worth $1.6M. The position accounts for 0.31% of the portfolio, ranked #49.

MBM Wealth Consultants first reported a position in COO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2025. 675 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • MBM Wealth Consultants held 22,275 shares of Cooper Companies worth $1.6M as of Q2 2026.
  • MBM Wealth Consultants sold 254 Cooper Companies shares in Q2 2026, an estimated $16.6K.
  • Cooper Companies made up 0.31% of MBM Wealth Consultants's portfolio in Q2 2026, its #49 holding.
  • MBM Wealth Consultants first reported a position in Cooper Companies in Q4 2024 and has held it in 7 quarters since.
  • MBM Wealth Consultants's Cooper Companies position peaked at $1.73M in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.