KSWA
COF icon

Kathleen S. Wright Associates’s Capital One COF Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$21.7K Hold
102
– – 0.01% 185
2025
Q2 		$21.7K Hold
102
– – 0.01% 190
2025
Q1 		$18.3K Hold
102
– – 0.01% 195
2024
Q4 		$18.2K Hold
102
– – 0.01% 198
2024
Q3 		$15.3K Hold
102
– – 0.01% 225
2024
Q2 		$14.1K Hold
102
– – 0.01% 185
2024
Q1 		$15.2K Hold
102
– – 0.01% 172
2023
Q4 		$13.4K Buy
+102
New +$11K 0.01% 156

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Kathleen S. Wright Associates's COF Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Capital One (COF) position steady in Q3 2025 at 102 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #185.

Kathleen S. Wright Associates first reported a position in COF in Q4 2023 and has held it in 8 quarters since. The position peaked at $21.7K in Q2 2025. 1,998 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Kathleen S. Wright Associates held 102 shares of Capital One worth $21.7K as of Q3 2025.
  • Kathleen S. Wright Associates left its Capital One share count unchanged in Q3 2025.
  • Capital One made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #185 holding.
  • Kathleen S. Wright Associates first reported a position in Capital One in Q4 2023 and has held it in 8 quarters since.
  • Kathleen S. Wright Associates's Capital One position peaked at $21.7K in Q2 2025.
  • 1,998 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.