Luther King Capital Management (LKCM)
CCB icon

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
Q2 		$1.23M Buy
15,834
+151
+1% +$11.3K 0.01% 398
2026
Q1 		$1.19M Buy
+15,683
New +$1.42M 0.01% 397

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Vanguard Capital Management
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CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CCB Position: Q2 2026 in Review

Luther King Capital Management (LKCM) increased its Coastal Financial (CCB) stake by 0.96% in Q2 2026, buying an estimated $11.3K and bringing the position to 15,834 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #398.

Luther King Capital Management (LKCM) first reported a position in CCB in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold CCB as of Q2 2026.

  • Luther King Capital Management (LKCM) held 15,834 shares of Coastal Financial worth $1.23M as of Q2 2026.
  • Luther King Capital Management (LKCM) bought 151 Coastal Financial shares in Q2 2026, an estimated $11.3K.
  • Coastal Financial made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #398 holding.
  • Luther King Capital Management (LKCM) first reported a position in Coastal Financial in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.