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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

360 Financial's KO Position: Q1 2026 in Review

360 Financial increased its Coca-Cola (KO) stake by 0.22% in Q1 2026, buying an estimated $1.44K and bringing the position to 8,484 shares worth $645K. The position accounts for 0.19% of the portfolio, ranked #45.

360 Financial first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

360 Financial held 8,484 shares of Coca-Cola worth $645K as of Q1 2026.
360 Financial bought 19 Coca-Cola shares in Q1 2026, an estimated $1.44K.
Coca-Cola made up 0.19% of 360 Financial's portfolio in Q1 2026, its #45 holding.
360 Financial first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.