Texas Capital Bank Wealth Management Services Inc: KO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Texas Capital Bank Wealth Management Services Inc on KO, newest first. How the timeline and the estimate are built.
Texas Capital Bank Wealth Management Services Inc held 10,650 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 10,650 sharesChange vs previous 13F +456 shares
0.05% of the 13F portfolio, value $865,525.
13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,194 sharesChange vs previous 13F -1,047 shares
0.05% of the 13F portfolio, value $775,253.
13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,241 sharesChange vs previous 13F +1,598 shares
0.05% of the 13F portfolio, value $785,858.
13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,643 sharesChange vs previous 13F +2,520 shares
0.05% of the 13F portfolio, value $639,524.
13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,123 sharesChange vs previous 13F -94 shares
0.05% of the 13F portfolio, value $503,953.
13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,217 sharesChange vs previous 13F +2,434 shares
0.05% of the 13F portfolio, value $516,914.
13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,783 sharesChange vs previous 13F +62 shares
0.03% of the 13F portfolio, value $297,818.
13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,721 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $339,255.
13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).