UMB Bank’s Cooper Companies COO Stock Holding History

UMB Bank’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 Q1	$33K	Buy	461 +386	+515%	+$30.5K	﹤0.01%	1423
2025 Q4	$6.15K	Sell	75 -83	-53%	-$6.21K	﹤0.01%	1968
2025 Q3	$10.8K	Sell	158 -40	-20%	-$2.83K	﹤0.01%	1647
2025 Q2	$14.1K	Sell	198 -704	-78%	-$53.9K	﹤0.01%	1489
2025 Q1	$76.1K	Buy	902 +129	+17%	+$11.6K	﹤0.01%	881
2024 Q4	$71.1K	Buy	773 +142	+23%	+$14.5K	﹤0.01%	788
2024 Q3	$69.6K	Buy	631 +609	+2,768%	+$59.3K	﹤0.01%	782
2024 Q2	$1.92K	Buy	+22	New	+$2.05K	﹤0.01%	1793
2024 Q1	–	Sell	-72	Closed	-$6.81K	–	2153
2023 Q4	$6.81K	Sell	72 -4	-5%	-$336	﹤0.01%	1374
2023 Q3	$6.04K	Buy	76 +72	+1,800%	+$6.63K	﹤0.01%	1386
2023 Q2	$383	Buy	+4	New	+$375	﹤0.01%	1640
2023 Q1	–	Sell	-48	Closed	-$4K	–	1717
2022 Q4	$4K	Sell	48 -100	-68%	-$7.38K	﹤0.01%	1453
2022 Q3	$10K	Buy	148 +8	+6%	+$613	﹤0.01%	1298
2022 Q2	$11K	Hold	140	–	–	﹤0.01%	1356
2022 Q1	$14K	Hold	140	–	–	﹤0.01%	1368
2021 Q4	$14K	Buy	+140	New	+$14.3K	﹤0.01%	1359
2013 Q3	–	Sell	-7,400	Closed	-$220	–	290
2013 Q2	$220	Buy	+7,400	New	+$208K	0.01%	264

Other funds holding COO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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