MWM
COF icon

Moran Wealth Management’s Capital One COF Stock Holding History

Moran Wealth Management’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
2026
Q1 		$6.56M Sell
35,962
-156
-0.4% -$32.6K 0.2% 162
2025
Q4 		$8.75M Sell
36,118
-1,815
-5% -$404K 0.27% 117
2025
Q3 		$8.06M Sell
37,933
-40,055
-51% -$8.77M 0.24% 121
2025
Q2 		$16.6M Buy
+77,988
New +$14.6M 0.51% 55
2023
Q4 		– Sell
-17,999
Closed -$1.75M – 422
2023
Q3 		$1.75M Buy
+17,999
New +$1.92M 0.07% 222

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Moran Wealth Management's COF Position: Q1 2026 in Review

Moran Wealth Management reduced its Capital One (COF) stake by 0.43% in Q1 2026, selling an estimated $32.6K and leaving 35,962 shares worth $6.56M. The position accounts for 0.2% of the portfolio, ranked #162.

Moran Wealth Management first reported a position in COF in Q3 2023 and has held it in 5 quarters since. The position peaked at $16.6M in Q2 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Moran Wealth Management held 35,962 shares of Capital One worth $6.56M as of Q1 2026.
  • Moran Wealth Management sold 156 Capital One shares in Q1 2026, an estimated $32.6K.
  • Capital One made up 0.2% of Moran Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Moran Wealth Management first reported a position in Capital One in Q3 2023 and has held it in 5 quarters since.
  • Moran Wealth Management's Capital One position peaked at $16.6M in Q2 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.