UCMOK
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United Capital Management of KS’s Coinbase COIN Stock Holding History

United Capital Management of KS’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Buy
14,393
+416
+3% +$75.1K 0.28% 56
2026
Q1 		$2.44M Buy
13,977
+827
+6% +$163K 0.37% 52
2025
Q4 		$2.97M Buy
13,150
+9
+0.1% +$2.68K 0.42% 52
2025
Q3 		$4.43M Buy
13,141
+328
+3% +$111K 0.6% 51
2025
Q2 		$4.49M Buy
12,813
+427
+3% +$99.8K 0.7% 47
2025
Q1 		$2.13M Buy
12,386
+537
+5% +$130K 0.44% 49
2024
Q4 		$2.94M Buy
11,849
+853
+8% +$217K 0.54% 52
2024
Q3 		$1.96M Sell
10,996
-31
-0.3% -$6.21K 0.43% 51
2024
Q2 		$2.45M Buy
11,027
+567
+5% +$130K 0.54% 48
2024
Q1 		$2.77M Buy
10,460
+1,501
+17% +$270K 0.64% 51
2023
Q4 		$1.56M Buy
8,959
+1,357
+18% +$148K 0.47% 51
2023
Q3 		$571K Buy
7,602
+956
+14% +$80.6K 0.19% 60
2023
Q2 		$476K Buy
6,646
+1,192
+22% +$71.1K 0.15% 65
2023
Q1 		$369K Buy
+5,454
New +$327K 0.14% 70
2022
Q4 		– Sell
-3,883
Closed -$250K – 85
2022
Q3 		$250K Buy
+3,883
New +$271K 0.12% 77
2022
Q2 		– Sell
-3,176
Closed -$603K – 86
2022
Q1 		$603K Buy
3,176
+498
+19% +$97.3K 0.23% 67
2021
Q4 		$676K Buy
2,678
+399
+18% +$116K 0.25% 68
2021
Q3 		$518K Buy
2,279
+224
+11% +$55.1K 0.21% 72
2021
Q2 		$521K Buy
+2,055
New +$534K 0.21% 73

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

United Capital Management of KS's COIN Position: Q2 2026 in Review

United Capital Management of KS increased its Coinbase (COIN) stake by 3% in Q2 2026, buying an estimated $75.1K and bringing the position to 14,393 shares worth $2.1M. The position accounts for 0.28% of the portfolio, ranked #56.

United Capital Management of KS first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.49M in Q2 2025. 715 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • United Capital Management of KS held 14,393 shares of Coinbase worth $2.1M as of Q2 2026.
  • United Capital Management of KS bought 416 Coinbase shares in Q2 2026, an estimated $75.1K.
  • Coinbase made up 0.28% of United Capital Management of KS's portfolio in Q2 2026, its #56 holding.
  • United Capital Management of KS first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • United Capital Management of KS's Coinbase position peaked at $4.49M in Q2 2025.
  • 715 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.