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Pinnacle Wealth Planning Services’s Cooper Companies COO Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.47K Buy
132
+24
+22% +$1.57K ﹤0.01% 2087
2026
Q1 		$7.72K Buy
108
+19
+21% +$1.5K ﹤0.01% 2110
2025
Q4 		$7.29K Buy
+89
New +$6.66K ﹤0.01% 2143
2021
Q1 		– Sell
-684
Closed -$62K – 691
2020
Q4 		$62K Buy
+684
New +$58.7K 0.01% 684

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

Pinnacle Wealth Planning Services's COO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cooper Companies (COO) stake by 22% in Q2 2026, buying an estimated $1.57K and bringing the position to 132 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Pinnacle Wealth Planning Services first reported a position in COO in Q4 2020 and has held it in 4 quarters since. The position peaked at $62K in Q4 2020. 677 funds tracked by Wall St. Rank hold COO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 132 shares of Cooper Companies worth $9.47K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 24 Cooper Companies shares in Q2 2026, an estimated $1.57K.
  • Cooper Companies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2087 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cooper Companies in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Cooper Companies position peaked at $62K in Q4 2020.
  • 677 funds tracked by Wall St. Rank held Cooper Companies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.