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Waverly Advisors’s Cooper Companies COO Stock Holding History

Waverly 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
2026
Q1 		$326K Buy
+4,558
New +$361K ﹤0.01% 1261

Other funds holding COO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
BW
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

Waverly Advisors's COO Position: Q1 2026 in Review

Waverly Advisors opened a new position in Cooper Companies (COO) in Q1 2026: 4,558 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings.

675 funds tracked by Wall St. Rank hold COO as of Q1 2026.

  • Waverly Advisors held 4,558 shares of Cooper Companies worth $326K as of Q1 2026.
  • Cooper Companies was a new Waverly Advisors position in Q1 2026.
  • Cooper Companies made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1261 holding.
  • 675 funds tracked by Wall St. Rank held Cooper Companies as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.