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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
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 $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

Black Diamond Financial's KO Position: Q1 2026 in Review

Black Diamond Financial increased its Coca-Cola (KO) stake by 9% in Q1 2026, buying an estimated $28.6K and bringing the position to 4,591 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #128.

Black Diamond Financial first reported a position in KO in Q3 2024 and has held it in 3 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Black Diamond Financial held 4,591 shares of Coca-Cola worth $349K as of Q1 2026.
  • Black Diamond Financial bought 378 Coca-Cola shares in Q1 2026, an estimated $28.6K.
  • Coca-Cola made up 0.04% of Black Diamond Financial's portfolio in Q1 2026, its #128 holding.
  • Black Diamond Financial first reported a position in Coca-Cola in Q3 2024 and has held it in 3 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.