Creative Planning’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.4M | Buy |
226,760
+15,279
| +7% | +$3.2M | 0.03% | 250 |
|
|
2025
Q4 | $51.3M | Buy |
211,481
+26,990
| +15% | +$6.01M | 0.04% | 198 |
|
|
2025
Q3 | $39.2M | Buy |
184,491
+16,795
| +10% | +$3.68M | 0.03% | 232 |
|
|
2025
Q2 | $35.7M | Buy |
167,696
+93,856
| +127% | +$17.5M | 0.03% | 227 |
|
|
2025
Q1 | $13.2M | Buy |
73,840
+12,246
| +20% | +$2.31M | 0.01% | 411 |
|
|
2024
Q4 | $11M | Buy |
61,594
+9,102
| +17% | +$1.58M | 0.01% | 414 |
|
|
2024
Q3 | $7.86M | Buy |
52,492
+3,507
| +7% | +$499K | 0.01% | 511 |
|
|
2024
Q2 | $6.78M | Buy |
48,985
+4,468
| +10% | +$627K | 0.01% | 525 |
|
|
2024
Q1 | $6.63M | Buy |
44,517
+2,786
| +7% | +$377K | 0.01% | 525 |
|
|
2023
Q4 | $5.47M | Buy |
41,731
+7,464
| +22% | +$805K | 0.01% | 541 |
|
|
2023
Q3 | $3.33M | Sell |
34,267
-1,165
| -3% | -$125K | ﹤0.01% | 657 |
|
|
2023
Q2 | $3.88M | Buy |
35,432
+4,583
| +15% | +$459K | 0.01% | 593 |
|
|
2023
Q1 | $2.97M | Buy |
30,849
+2,292
| +8% | +$240K | ﹤0.01% | 646 |
|
|
2022
Q4 | $2.65M | Buy |
28,557
+177
| +0.6% | +$17.4K | ﹤0.01% | 659 |
|
|
2022
Q3 | $2.62M | Sell |
28,380
-469
| -2% | -$49.9K | ﹤0.01% | 608 |
|
|
2022
Q2 | $3.01M | Buy |
28,849
+2,032
| +8% | +$248K | 0.01% | 585 |
|
|
2022
Q1 | $3.52M | Buy |
26,817
+3,949
| +17% | +$576K | 0.01% | 541 |
|
|
2021
Q4 | $3.32M | Buy |
22,868
+5,238
| +30% | +$809K | 0.01% | 531 |
|
|
2021
Q3 | $2.86M | Buy |
17,630
+2,741
| +18% | +$447K | 0.01% | 569 |
|
|
2021
Q2 | $2.3M | Sell |
14,889
-866
| -5% | -$131K | ﹤0.01% | 621 |
|
|
2021
Q1 | $2M | Buy |
15,755
+960
| +6% | +$113K | ﹤0.01% | 726 |
|
|
2020
Q4 | $1.46M | Buy |
14,795
+585
| +4% | +$49.7K | ﹤0.01% | 789 |
|
|
2020
Q3 | $1.02M | Sell |
14,210
-2,691
| -16% | -$180K | ﹤0.01% | 795 |
|
|
2020
Q2 | $1.06M | Buy |
16,901
+1,669
| +11% | +$104K | ﹤0.01% | 725 |
|
|
2020
Q1 | $768K | Buy |
15,232
+1,438
| +10% | +$126K | ﹤0.01% | 746 |
|
|
2019
Q4 | $1.42M | Buy |
13,794
+1,669
| +14% | +$161K | ﹤0.01% | 646 |
|
|
2019
Q3 | $1.1M | Sell |
12,125
-680
| -5% | -$61.1K | ﹤0.01% | 710 |
|
|
2019
Q2 | $1.16M | Buy |
12,805
+1,695
| +15% | +$152K | ﹤0.01% | 705 |
|
|
2019
Q1 | $908K | Buy |
11,110
+271
| +3% | +$22K | ﹤0.01% | 772 |
|
|
2018
Q4 | $819K | Sell |
10,839
-666
| -6% | -$57.7K | ﹤0.01% | 750 |
|
|
2018
Q3 | $1.09M | Sell |
11,505
-61
| -0.5% | -$5.93K | ﹤0.01% | 728 |
|
|
2018
Q2 | $1.06M | Sell |
11,566
-5,838
| -34% | -$552K | ﹤0.01% | 714 |
|
|
2018
Q1 | $1.67M | Buy |
17,404
+5,792
| +50% | +$577K | 0.01% | 514 |
|
|
2017
Q4 | $1.16M | Buy |
11,612
+720
| +7% | +$65.7K | 0.01% | 656 |
|
|
2017
Q3 | $922K | Sell |
10,892
-2,660
| -20% | -$219K | ﹤0.01% | 754 |
|
|
2017
Q2 | $1.12M | Buy |
13,552
+1,219
| +10% | +$99.1K | 0.01% | 633 |
|
|
2017
Q1 | $1.07M | Buy |
12,333
+1,290
| +12% | +$115K | 0.01% | 640 |
|
|
2016
Q4 | $963K | Buy |
11,043
+330
| +3% | +$26.6K | 0.01% | 639 |
|
|
2016
Q3 | $770K | Buy |
10,713
+2,781
| +35% | +$191K | ﹤0.01% | 701 |
|
|
2016
Q2 | $504K | Buy |
7,932
+1,016
| +15% | +$70.7K | ﹤0.01% | 773 |
|
|
2016
Q1 | $479K | Sell |
6,916
-2,569
| -27% | -$170K | ﹤0.01% | 764 |
|
|
2015
Q4 | $685K | Buy |
9,485
+656
| +7% | +$50.2K | 0.01% | 625 |
|
|
2015
Q3 | $640K | Buy |
+8,829
| New | +$709K | 0.01% | 646 |
|
|
2015
Q2 | – | Sell |
-9,075
| Closed | -$715K | – | 1447 |
|
|
2015
Q1 | $715K | Sell |
9,075
-808
| -8% | -$63.5K | 0.01% | 592 |
|
|
2014
Q4 | $816K | Buy |
9,883
+49
| +0.5% | +$3.99K | 0.01% | 519 |
|
|
2014
Q3 | $803K | Buy |
9,834
+790
| +9% | +$64.6K | 0.01% | 482 |
|
|
2014
Q2 | $747K | Buy |
9,044
+1,140
| +14% | +$88.6K | 0.01% | 489 |
|
|
2014
Q1 | $610K | Sell |
7,904
-461
| -6% | -$33.8K | 0.01% | 536 |
|
|
2013
Q4 | $641K | Sell |
8,365
-46
| -0.5% | -$3.28K | 0.01% | 447 |
|
|
2013
Q3 | $578K | Buy |
8,411
+1,024
| +14% | +$68.9K | 0.01% | 408 |
|
|
2013
Q2 | $464K | Buy |
+7,387
| New | +$435K | 0.01% | 426 |
|
Other funds holding COF
VCM
VPM
Creative Planning's COF Position: Q1 2026 in Review
Creative Planning increased its Capital One (COF) stake by 7.2% in Q1 2026, buying an estimated $3.2M and bringing the position to 226,760 shares worth $41.4M. The position accounts for 0.03% of the portfolio, ranked #250.
Creative Planning first reported a position in COF in Q2 2013 and has held it in 51 quarters since. The position peaked at $51.3M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.
- Creative Planning held 226,760 shares of Capital One worth $41.4M as of Q1 2026.
- Creative Planning bought 15,279 Capital One shares in Q1 2026, an estimated $3.2M.
- Capital One made up 0.03% of Creative Planning's portfolio in Q1 2026, its #250 holding.
- Creative Planning first reported a position in Capital One in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Capital One position peaked at $51.3M in Q4 2025.
- 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.