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AmeriFlex Group’s Coca-Cola KO Stock Holding History

AmeriFlex 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 		$2.2M Buy
27,106
+450
+2% +$35.5K 0.9% 23
2026
Q1 		$2.03M Sell
26,656
-167
-0.6% -$12.6K 1.03% 20
2025
Q4 		$1.88M Buy
26,823
+22,441
+512% +$1.56M 0.97% 22
2025
Q3 		$291K Buy
4,382
+2,139
+95% +$147K 0.11% 155
2025
Q2 		$156K Sell
2,243
-19,150
-90% -$1.36M 0.08% 200
2025
Q1 		$1.53M Buy
21,393
+16,343
+324% +$1.09M 0.63% 31
2024
Q4 		$321K Buy
+5,050
New +$330K 0.15% 142

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 $3.37T AUM 44.26% 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

AmeriFlex Group's KO Position: Q2 2026 in Review

AmeriFlex Group increased its Coca-Cola (KO) stake by 1.7% in Q2 2026, buying an estimated $35.5K and bringing the position to 27,106 shares worth $2.2M. The position accounts for 0.9% of the portfolio, ranked #23.

AmeriFlex Group first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • AmeriFlex Group held 27,106 shares of Coca-Cola worth $2.2M as of Q2 2026.
  • AmeriFlex Group bought 450 Coca-Cola shares in Q2 2026, an estimated $35.5K.
  • Coca-Cola made up 0.9% of AmeriFlex Group's portfolio in Q2 2026, its #23 holding.
  • AmeriFlex Group first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.