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Black Diamond Financial’s Coca-Cola KO Stock Holding History

Black Diamond 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
Q2 		$370K Sell
4,548
-43
-0.9% -$3.4K 0.03% 135
2026
Q1 		$349K Buy
4,591
+378
+9% +$28.6K 0.04% 128
2025
Q4 		$295K Buy
+4,213
New +$294K 0.03% 142
2024
Q4 		– Sell
-2,998
Closed -$215K – 149
2024
Q3 		$215K Buy
+2,998
New +$205K 0.04% 132

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

Black Diamond Financial's KO Position: Q2 2026 in Review

Black Diamond Financial reduced its Coca-Cola (KO) stake by 0.94% in Q2 2026, selling an estimated $3.4K and leaving 4,548 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #135.

Black Diamond Financial first reported a position in KO in Q3 2024 and has held it in 4 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Black Diamond Financial held 4,548 shares of Coca-Cola worth $370K as of Q2 2026.
  • Black Diamond Financial sold 43 Coca-Cola shares in Q2 2026, an estimated $3.4K.
  • Coca-Cola made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #135 holding.
  • Black Diamond Financial first reported a position in Coca-Cola in Q3 2024 and has held it in 4 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.