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Creative Planning COTY Position History
Coty Inc. • Consumer Defensive
Quarters held
9
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q3 2025 | $195K |
| Q4 2025 | $244K |
| Q1 2026 | $83K |
| Q1 2026 | $881K |
| Q2 2026 | $13K |
| Q2 2026 | $547K |
| Q3 2026 | $19K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 691.1K | — | — |
| Q3 2026 | $19K | 7.3K | — | — |
| Q2 2026 | $547K | 253.3K | — | — |
| Q2 2026 | $13K | 5.8K | — | — |
| Q1 2026 | $881K | 438.2K | — | — |
| Q1 2026 | $83K | 41.1K | — | — |
| Q4 2025 | $244K | 79.2K | — | — |
| Q3 2025 | $195K | 48.3K | — | — |
| Q3 2025 | $5K | 1.3K | — | — |