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Texas Capital Bank Wealth Management Services’s Coca-Cola KO Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$775K Sell
10,194
-1,047
-9% -$79.2K 0.05% 162
2025
Q4 		$786K Buy
11,241
+1,598
+17% +$111K 0.05% 159
2025
Q3 		$640K Buy
9,643
+2,520
+35% +$173K 0.05% 125
2025
Q2 		$504K Sell
7,123
-94
-1% -$6.7K 0.05% 135
2025
Q1 		$517K Buy
7,217
+2,434
+51% +$163K 0.05% 125
2024
Q4 		$298K Buy
4,783
+62
+1% +$4.05K 0.03% 137
2024
Q3 		$339K Sell
4,721
-983
-17% -$67.3K 0.03% 146
2024
Q2 		$363K Buy
5,704
+2,226
+64% +$138K 0.04% 137
2024
Q1 		$213K Buy
3,478
+8
+0.2% +$481 0.02% 179
2023
Q4 		$205K Buy
+3,470
New +$197K 0.02% 179
2023
Q3 		– Sell
-4,676
Closed -$282K – 230
2023
Q2 		$282K Buy
4,676
+856
+22% +$53.3K 0.03% 169
2023
Q1 		$237K Buy
3,820
+109
+3% +$6.6K 0.03% 167
2022
Q4 		$236K Hold
3,711
– – 0.03% 144
2022
Q3 		$208K Sell
3,711
-60
-2% -$3.73K 0.03% 133
2022
Q2 		$237K Sell
3,771
-26
-0.7% -$1.65K 0.03% 127
2022
Q1 		$235K Buy
3,797
+401
+12% +$24.4K 0.02% 154
2021
Q4 		$201K Buy
+3,396
New +$189K 0.02% 153

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's KO Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Coca-Cola (KO) stake by 9.3% in Q1 2026, selling an estimated $79.2K and leaving 10,194 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #162.

Texas Capital Bank Wealth Management Services first reported a position in KO in Q4 2021 and has held it in 17 quarters since. The position peaked at $786K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 10,194 shares of Coca-Cola worth $775K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 1,047 Coca-Cola shares in Q1 2026, an estimated $79.2K.
  • Coca-Cola made up 0.05% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #162 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
  • Texas Capital Bank Wealth Management Services's Coca-Cola position peaked at $786K in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.