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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AmeriFlex Group's KO Position: Q1 2026 in Review

AmeriFlex Group reduced its Coca-Cola (KO) stake by 0.62% in Q1 2026, selling an estimated $12.6K and leaving 26,656 shares worth $2.03M. The position accounts for 1.03% of the portfolio, ranked #20.

AmeriFlex Group first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • AmeriFlex Group held 26,656 shares of Coca-Cola worth $2.03M as of Q1 2026.
  • AmeriFlex Group sold 167 Coca-Cola shares in Q1 2026, an estimated $12.6K.
  • Coca-Cola made up 1.03% of AmeriFlex Group's portfolio in Q1 2026, its #20 holding.
  • AmeriFlex Group first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.