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Money Concepts Capital’s Coinbase COIN Stock Holding History

Money Concepts Capital’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
2026
Q2 		$418K Buy
2,858
+231
+9% +$41.7K 0.02% 443
2026
Q1 		$459K Buy
2,627
+902
+52% +$178K 0.03% 393
2025
Q4 		$390K Buy
1,725
+104
+6% +$31K 0.02% 389
2025
Q3 		$547K Buy
+1,621
New +$550K 0.03% 312
2023
Q1 		– Sell
-1,355
Closed -$48K – 930
2022
Q4 		$48K Buy
1,355
+1,244
+1,121% +$65.5K ﹤0.01% 1259
2022
Q3 		$7K Hold
111
– – ﹤0.01% 1130
2022
Q2 		$5K Sell
111
-400
-78% -$38.1K ﹤0.01% 1160
2022
Q1 		$97K Buy
+511
New +$99.8K 0.01% 1002

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Money Concepts Capital's COIN Position: Q2 2026 in Review

Money Concepts Capital increased its Coinbase (COIN) stake by 8.8% in Q2 2026, buying an estimated $41.7K and bringing the position to 2,858 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #443.

Money Concepts Capital first reported a position in COIN in Q1 2022 and has held it in 8 quarters since. The position peaked at $547K in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Money Concepts Capital held 2,858 shares of Coinbase worth $418K as of Q2 2026.
  • Money Concepts Capital bought 231 Coinbase shares in Q2 2026, an estimated $41.7K.
  • Coinbase made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #443 holding.
  • Money Concepts Capital first reported a position in Coinbase in Q1 2022 and has held it in 8 quarters since.
  • Money Concepts Capital's Coinbase position peaked at $547K in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.