360 Financial’s Coca-Cola KO Stock Holding History

360 Financial’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 Q2	$693K	Buy	8,524 +40	+0.5%	+$3.16K	0.18%	42
2026 Q1	$645K	Buy	8,484 +19	+0.2%	+$1.44K	0.19%	45
2025 Q4	$592K	Buy	8,465 +81	+1%	+$5.65K	0.18%	47
2025 Q3	$556K	Sell	8,384 -222	-3%	-$15.3K	0.18%	49
2025 Q2	$609K	Buy	8,606 +298	+4%	+$21.2K	0.19%	46
2025 Q1	$595K	Sell	8,308 -128	-2%	-$8.55K	0.22%	44
2024 Q4	$525K	Sell	8,436 -15	-0.2%	-$979	0.19%	44
2024 Q3	$607K	Buy	8,451 +251	+3%	+$17.2K	0.22%	43
2024 Q2	$522K	Buy	8,200 +2	+0%	+$124	0.2%	47
2024 Q1	$502K	Hold	8,198	–	–	0.2%	49
2023 Q4	$483K	Sell	8,198 -297	-3%	-$16.9K	0.21%	48
2023 Q3	$471K	Buy	8,495 +5	+0.1%	+$300	0.29%	37
2023 Q2	$511K	Sell	8,490 -78	-0.9%	-$4.85K	0.26%	47
2023 Q1	$531K	Buy	8,568 +96	+1%	+$5.81K	0.28%	46
2022 Q4	$475K	Hold	8,472	–	–	0.31%	40
2022 Q3	$475K	Buy	8,472 +80	+1%	+$4.97K	0.31%	40
2022 Q2	$517K	Buy	8,392 +2	+0%	+$127	0.31%	39
2022 Q1	$525K	Sell	8,390 -34	-0.4%	-$2.07K	0.25%	46
2021 Q4	$499K	Buy	8,424 +69	+0.8%	+$3.84K	0.23%	47
2021 Q3	$438K	Sell	8,355 -195	-2%	-$10.9K	0.23%	50
2021 Q2	$463K	Buy	8,550 +1	+0%	+$54	0.24%	50
2021 Q1	$451K	Hold	8,549	–	–	0.25%	45
2020 Q4	$469K	Buy	8,549 +3	+0%	+$155	0.28%	41
2020 Q3	$422K	Hold	8,546	–	–	0.3%	41
2020 Q2	$386K	Buy	8,546 +4	+0%	+$184	0.32%	40
2020 Q1	$378K	Sell	8,542 -190	-2%	-$10.3K	0.4%	35
2019 Q4	$522K	Buy	+8,732	New	+$469K	0.38%	33

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

360 Financial's KO Position: Q2 2026 in Review

360 Financial increased its Coca-Cola (KO) stake by 0.47% in Q2 2026, buying an estimated $3.16K and bringing the position to 8,524 shares worth $693K. The position accounts for 0.18% of the portfolio, ranked #42.

360 Financial first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

360 Financial held 8,524 shares of Coca-Cola worth $693K as of Q2 2026.
360 Financial bought 40 Coca-Cola shares in Q2 2026, an estimated $3.16K.
Coca-Cola made up 0.18% of 360 Financial's portfolio in Q2 2026, its #42 holding.
360 Financial first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.