J.W. Coons Advisors’s Capital One COF Stock Holding History

J.W. Coons Advisors’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$405K	Buy	+1,905	New	+$355K	0.09%	181

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

J.W. Coons Advisors's COF Position: Q2 2025 in Review

J.W. Coons Advisors opened a new position in Capital One (COF) in Q2 2025: 1,905 shares worth $405K. The stake represents 0.09% of the portfolio and ranks #181 among its holdings.

1,959 funds tracked by Wall St. Rank hold COF as of Q2 2025.

J.W. Coons Advisors held 1,905 shares of Capital One worth $405K as of Q2 2025.
Capital One was a new J.W. Coons Advisors position in Q2 2025.
Capital One made up 0.09% of J.W. Coons Advisors's portfolio in Q2 2025, its #181 holding.
1,959 funds tracked by Wall St. Rank held Capital One as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.