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Waverton Investment Management’s Capital One COF Stock Holding History

Waverton Investment 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
2025
Q4 		– Sell
-1,181,834
Closed -$251M – 19
2025
Q3 		$251M Buy
1,181,834
+1,102,563
+1,391% +$241M 3.23% 17
2025
Q2 		$16.9M Buy
79,271
+43,696
+123% +$8.15M 0.23% 47
2025
Q1 		$6.38M Buy
+35,575
New +$6.72M 0.1% 53

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Waverton Investment Management's COF Position: Q4 2025 in Review

Waverton Investment Management sold out of Capital One (COF) in Q4 2025, closing a stake of 1,181,834 shares — an estimated $251M sold.

Waverton Investment Management first reported a position in COF in Q1 2025 and held it in 3 quarters. The position peaked at $251M in Q3 2025. 2,209 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • Waverton Investment Management reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 1,181,834 Capital One shares in Q4 2025, an estimated $251M.
  • Waverton Investment Management first reported a position in Capital One in Q1 2025 and held it in 3 quarters.
  • Waverton Investment Management's Capital One position peaked at $251M in Q3 2025.
  • 2,209 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.