Summit Wealth Group (Colorado)’s Coty COTY Stock Holding History

Summit Wealth Group (Colorado)’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
2025 Q4	–	Sell	-11,643	Closed	-$548K	–	300
2025 Q3	$548K	Buy	+11,643	New	+$53.3K	0.08%	130

Other funds holding COTY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s COTY Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Coty (COTY) in Q4 2025, closing a stake of 11,643 shares — an estimated $548K sold.

Summit Wealth Group (Colorado) first reported a position in COTY in Q3 2025 and held it in 1 quarter. The position peaked at $548K in Q3 2025. 301 funds tracked by Wall St. Rank hold COTY as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Coty position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 11,643 Coty shares in Q4 2025, an estimated $548K.
Summit Wealth Group (Colorado) first reported a position in Coty in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Coty position peaked at $548K in Q3 2025.
301 funds tracked by Wall St. Rank held Coty as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.