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Trifecta Capital Advisors’s Cooper Companies COO Stock Holding History

Trifecta Capital Advisors’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
2025
Q4 		– Sell
-8
Closed -$549 – 303
2025
Q3 		$549 Hold
8
– – ﹤0.01% 429
2025
Q2 		$570 Hold
8
– – ﹤0.01% 468
2025
Q1 		$675 Hold
8
– – ﹤0.01% 403
2024
Q4 		$736 Hold
8
– – ﹤0.01% 386
2024
Q3 		$883 Hold
8
– – ﹤0.01% 383
2024
Q2 		$699 Hold
8
– – ﹤0.01% 399
2024
Q1 		$812 Hold
8
– – ﹤0.01% 388
2023
Q4 		$757 Hold
8
– – ﹤0.01% 415
2023
Q3 		$637 Hold
8
– – ﹤0.01% 406
2023
Q2 		$767 Hold
8
– – ﹤0.01% 392
2023
Q1 		$747 Hold
8
– – ﹤0.01% 390
2022
Q4 		$661 Buy
+8
New +$590 ﹤0.01% 406

Other funds holding COO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Trifecta Capital Advisors's COO Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Cooper Companies (COO) in Q4 2025, closing a stake of 8 shares — an estimated $549 sold.

Trifecta Capital Advisors first reported a position in COO in Q4 2022 and held it in 12 quarters. The position peaked at $883 in Q3 2024. 669 funds tracked by Wall St. Rank hold COO as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Cooper Companies position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 8 Cooper Companies shares in Q4 2025, an estimated $549.
  • Trifecta Capital Advisors first reported a position in Cooper Companies in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Cooper Companies position peaked at $883 in Q3 2024.
  • 669 funds tracked by Wall St. Rank held Cooper Companies as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.