Welch Group’s Coinbase COIN Stock Holding History

Welch Group’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 Q1	–	Sell	-1,000	Closed	-$226K	–	315
2025 Q4	$226K	Hold	1,000	–	–	0.01%	287
2025 Q3	$337K	Hold	1,000	–	–	0.01%	218
2025 Q2	$350K	Buy	+1,000	New	+$234K	0.01%	195
2025 Q1	–	Sell	-1,000	Closed	-$256K	–	267
2024 Q4	$256K	Buy	+1,000	New	+$254K	0.01%	224
2024 Q3	–	Sell	-1,000	Closed	-$222K	–	272
2024 Q2	$222K	Hold	1,000	–	–	0.01%	232
2024 Q1	$265K	Buy	+1,000	New	+$180K	0.01%	188

Other funds holding COIN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Welch Group's COIN Position: Q1 2026 in Review

Welch Group sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,000 shares — an estimated $226K sold.

Welch Group first reported a position in COIN in Q1 2024 and held it in 6 quarters. The position peaked at $350K in Q2 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Welch Group reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Welch Group sold 1,000 Coinbase shares in Q1 2026, an estimated $226K.
Welch Group first reported a position in Coinbase in Q1 2024 and held it in 6 quarters.
Welch Group's Coinbase position peaked at $350K in Q2 2025.
1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.