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

Berger 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
Q1 		$1.12M Sell
14,723
-301
-2% -$22.8K 0.06% 197
2025
Q4 		$1.05M Buy
15,024
+328
+2% +$22.9K 0.06% 202
2025
Q3 		$975K Buy
14,696
+24
+0.2% +$1.65K 0.06% 212
2025
Q2 		$1.04M Buy
14,672
+60
+0.4% +$4.27K 0.07% 188
2025
Q1 		$1.05M Buy
14,612
+36
+0.2% +$2.4K 0.07% 185
2024
Q4 		$908K Sell
14,576
-1,815
-11% -$118K 0.06% 183
2024
Q3 		$1.18M Buy
16,391
+429
+3% +$29.4K 0.09% 152
2024
Q2 		$1.02M Sell
15,962
-333
-2% -$20.6K 0.08% 153
2024
Q1 		$997K Buy
16,295
+2,403
+17% +$144K 0.08% 150
2023
Q4 		$819K Buy
13,892
+578
+4% +$32.8K 0.08% 133
2023
Q3 		$745K Sell
13,314
-155
-1% -$9.3K 0.09% 131
2023
Q2 		$811K Buy
13,469
+102
+0.8% +$6.35K 0.09% 123
2023
Q1 		$829K Sell
13,367
-12
-0.1% -$727 0.1% 120
2022
Q4 		$851K Buy
13,379
+270
+2% +$16.3K 0.11% 115
2022
Q3 		$734K Buy
13,109
+211
+2% +$13.1K 0.11% 116
2022
Q2 		$811K Sell
12,898
-83
-0.6% -$5.26K 0.12% 101
2022
Q1 		$805K Sell
12,981
-40
-0.3% -$2.43K 0.1% 114
2021
Q4 		$771K Buy
13,021
+2,912
+29% +$162K 0.1% 121
2021
Q3 		$530K Sell
10,109
-136
-1% -$7.58K 0.1% 113
2021
Q2 		$554K Buy
10,245
+46
+0.5% +$2.5K 0.1% 108
2021
Q1 		$538K Buy
10,199
+19
+0.2% +$956 0.12% 102
2020
Q4 		$558K Buy
+10,180
New +$526K 0.1% 120

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

Berger Financial Group's KO Position: Q1 2026 in Review

Berger Financial Group reduced its Coca-Cola (KO) stake by 2% in Q1 2026, selling an estimated $22.8K and leaving 14,723 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #197.

Berger Financial Group first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.18M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Berger Financial Group held 14,723 shares of Coca-Cola worth $1.12M as of Q1 2026.
  • Berger Financial Group sold 301 Coca-Cola shares in Q1 2026, an estimated $22.8K.
  • Coca-Cola made up 0.06% of Berger Financial Group's portfolio in Q1 2026, its #197 holding.
  • Berger Financial Group first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Coca-Cola position peaked at $1.18M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.