Luther King Capital Management (LKCM)’s Coastal Financial CCB Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	+15,683	New	+$1.42M	0.01%	397

Other funds holding CCB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CCB Position: Q1 2026 in Review

Luther King Capital Management (LKCM) opened a new position in Coastal Financial (CCB) in Q1 2026: 15,683 shares worth $1.19M. The stake represents 0.01% of the portfolio and ranks #397 among its holdings.

182 funds tracked by Wall St. Rank hold CCB as of Q1 2026.

Luther King Capital Management (LKCM) held 15,683 shares of Coastal Financial worth $1.19M as of Q1 2026.
Coastal Financial was a new Luther King Capital Management (LKCM) position in Q1 2026.
Coastal Financial made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #397 holding.
182 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.