Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

COO holding history

Cooper Companies, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COO overviewAll 13F holders of COOFull Q2 2026 holdings

Shares (Q2 2026)
127,408
Value
$9.14M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of COO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127,408$9.14M<0.1%+44,493+53.7%AddedHolders
Q1 202682,915$5.93M<0.1%+47,094+131.5%AddedHolders
Q4 202535,821$2.94M<0.1%+21,019+142.0%AddedHolders
Q3 202514,802$1.01M<0.1%+3,472+30.6%AddedHolders
Q2 202511,330$806.3K<0.1%−1,142−9.2%ReducedHolders
Q1 202512,472$1.05M<0.1%+2,057+19.8%AddedHolders
Q4 202410,415$957.4K<0.1%+257+2.5%AddedHolders
Q3 202410,158$1.12M<0.1%−503−4.7%ReducedHolders
Q2 202410,661$930.7K<0.1%−234−2.1%ReducedHolders
Q1 202410,895$1.11M<0.1%−5,737−34.5%ReducedConverted for a 4-for-1 splitHolders
Q4 20234,158$1.57M<0.1%−8−0.2%ReducedHolders
Q3 20234,166$1.32M<0.1%+484+13.1%AddedHolders
Q2 20233,682$1.41M<0.1%+468+14.6%AddedHolders
Q1 20233,214$1.20M<0.1%+118+3.8%AddedHolders
Q4 20223,096$1.02M<0.1%+127+4.3%AddedHolders
Q3 20222,969$784.0K<0.1%+414+16.2%AddedHolders
Q2 20222,555$800.0K<0.1%+417+19.5%AddedHolders
Q1 20222,138$893.0K<0.1%−58−2.6%ReducedHolders
Q4 20212,196$920.0K<0.1%+10+0.5%AddedHolders
Q3 20212,186$904.0K<0.1%+131+6.4%AddedHolders
Q2 20212,055$814.0K<0.1%−41−2.0%ReducedHolders
Q1 20212,096$805.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.