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Mount Lucas Management’s Coinbase COIN Stock Holding History

Mount Lucas Management’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
Q1 		– Sell
-1,648
Closed -$373K – 173
2025
Q4 		$373K Sell
1,648
-30
-2% -$8.94K 0.15% 156
2025
Q3 		$566K Sell
1,678
-130
-7% -$44.1K 0.23% 135
2025
Q2 		$634K Sell
1,808
-232
-11% -$54.2K 0.27% 125
2025
Q1 		$351K Buy
+2,040
New +$494K 0.11% 130

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 $3.37T AUM 44.26% 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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Lucas Management's COIN Position: Q1 2026 in Review

Mount Lucas Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,648 shares — an estimated $373K sold.

Mount Lucas Management first reported a position in COIN in Q1 2025 and held it in 4 quarters. The position peaked at $634K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Mount Lucas Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Mount Lucas Management sold 1,648 Coinbase shares in Q1 2026, an estimated $373K.
  • Mount Lucas Management first reported a position in Coinbase in Q1 2025 and held it in 4 quarters.
  • Mount Lucas Management's Coinbase position peaked at $634K in Q2 2025.
  • 1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.