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Allegheny Financial Group’s Coca-Cola KO Stock Holding History

Allegheny Financial Group’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 		$1M Buy
12,354
+319
+3% +$25.2K 0.11% 110
2026
Q1 		$915K Sell
12,035
-538
-4% -$40.7K 0.12% 109
2025
Q4 		$879K Buy
12,573
+14
+0.1% +$976 0.13% 113
2025
Q3 		$833K Buy
12,559
+16
+0.1% +$1.1K 0.16% 108
2025
Q2 		$887K Sell
12,543
-591
-4% -$42.1K 0.2% 101
2025
Q1 		$941K Sell
13,134
-643
-5% -$42.9K 0.24% 80
2024
Q4 		$858K Buy
13,777
+294
+2% +$19.2K 0.22% 81
2024
Q3 		$969K Sell
13,483
-809
-6% -$55.4K 0.24% 79
2024
Q2 		$910K Buy
14,292
+421
+3% +$26.1K 0.26% 74
2024
Q1 		$849K Sell
13,871
-1,013
-7% -$60.9K 0.26% 72
2023
Q4 		$877K Buy
14,884
+706
+5% +$40.1K 0.28% 68
2023
Q3 		$794K Buy
14,178
+2,083
+17% +$125K 0.3% 64
2023
Q2 		$728K Sell
12,095
-584
-5% -$36.3K 0.34% 55
2023
Q1 		$786K Hold
12,679
– – 0.32% 65
2022
Q4 		$806K Buy
12,679
+50
+0.4% +$3.02K 0.34% 60
2022
Q3 		$707K Buy
12,629
+269
+2% +$16.7K 0.33% 62
2022
Q2 		$778K Sell
12,360
-280
-2% -$17.7K 0.36% 58
2022
Q1 		$784K Sell
12,640
-34
-0.3% -$2.07K 0.33% 60
2021
Q4 		$750K Buy
12,674
+214
+2% +$11.9K 0.3% 64
2021
Q3 		$654K Sell
12,460
-241
-2% -$13.4K 0.3% 62
2021
Q2 		$687K Buy
12,701
+74
+0.6% +$4.03K 0.31% 59
2021
Q1 		$666K Sell
12,627
-685
-5% -$34.5K 0.49% 40
2020
Q4 		$730K Buy
+13,312
New +$688K 0.39% 48

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allegheny Financial Group's KO Position: Q2 2026 in Review

Allegheny Financial Group increased its Coca-Cola (KO) stake by 2.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 12,354 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #110.

Allegheny Financial Group first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Allegheny Financial Group held 12,354 shares of Coca-Cola worth $1M as of Q2 2026.
  • Allegheny Financial Group bought 319 Coca-Cola shares in Q2 2026, an estimated $25.2K.
  • Coca-Cola made up 0.11% of Allegheny Financial Group's portfolio in Q2 2026, its #110 holding.
  • Allegheny Financial Group first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.