Summit Securities Group
COTY icon

Summit Securities Group’s Coty COTY Stock Holding History

Summit Securities Group’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-500
Closed -$526K – 449
2019
Q3 		$526K Buy
500
+100
+25% +$1.04K 0.05% 186
2019
Q2 		$536K Sell
400
-300
-43% -$3.69K 0.06% 201
2019
Q1 		$805K Buy
+700
New +$6.62K 0.15% 89

Other funds holding COTY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Summit Securities Group's COTY Position: Q3 2026 in Review

Summit Securities Group opened a new position in Coty (COTY) in Q3 2026: 5,217 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in COTY as recently as Q1 2026.

Summit Securities Group first reported a position in COTY in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2019. 128 funds tracked by Wall St. Rank hold COTY as of Q3 2026.

  • Summit Securities Group held 5,217 shares of Coty worth $13.6K as of Q3 2026.
  • Coty was a new Summit Securities Group position in Q3 2026.
  • Coty made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #765 holding.
  • Summit Securities Group first reported a position in Coty in Q1 2019 and has held it in 8 quarters since.
  • Summit Securities Group's Coty position peaked at $1.01M in Q1 2019.
  • 128 funds tracked by Wall St. Rank held Coty as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.