Bond & Devick Financial Network’s Coca-Cola KO Stock Holding History

Bond & Devick Financial Network’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	$1.02M	Sell	12,609 -337	-3%	-$26.6K	0.25%	62
2026 Q1	$985K	Buy	12,946 +219	+2%	+$16.6K	0.27%	58
2025 Q4	$890K	Sell	12,727 -335	-3%	-$23.4K	0.25%	57
2025 Q3	$866K	Buy	13,062 +22	+0.2%	+$1.51K	0.26%	58
2025 Q2	$923K	Sell	13,040 -200	-2%	-$14.2K	0.31%	54
2025 Q1	$948K	Buy	13,240 +25	+0.2%	+$1.67K	0.34%	52
2024 Q4	$950K	Hold	13,215	–	–	0.41%	51
2024 Q3	$950K	Sell	13,215 -200	-1%	-$13.7K	0.41%	51
2024 Q2	$854K	Buy	13,415 +175	+1%	+$10.8K	0.46%	42
2024 Q1	$810K	Hold	13,240	–	–	0.44%	46
2023 Q4	$780K	Buy	13,240 +15	+0.1%	+$852	0.44%	49
2023 Q3	$740K	Sell	13,225 -220	-2%	-$13.2K	0.48%	43
2023 Q2	$810K	Hold	13,445	–	–	0.5%	38
2023 Q1	$834K	Buy	13,445 +400	+3%	+$24.2K	0.53%	37
2022 Q4	$830K	Hold	13,045	–	–	0.59%	35
2022 Q3	$731K	Hold	13,045	–	–	0.6%	38
2022 Q2	$821K	Hold	13,045	–	–	0.72%	36
2022 Q1	$809K	Hold	13,045	–	–	0.65%	40
2021 Q4	$772K	Buy	13,045 +200	+2%	+$11.1K	0.58%	41
2021 Q3	$674K	Hold	12,845	–	–	0.56%	46
2021 Q2	$695K	Hold	12,845	–	–	0.57%	46
2021 Q1	$677K	Hold	12,845	–	–	0.63%	40
2020 Q4	$704K	Buy	+12,845	New	+$664K	0.8%	35

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bond & Devick Financial Network's KO Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its Coca-Cola (KO) stake by 2.6% in Q2 2026, selling an estimated $26.6K and leaving 12,609 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #62.

Bond & Devick Financial Network first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bond & Devick Financial Network held 12,609 shares of Coca-Cola worth $1.02M as of Q2 2026.
Bond & Devick Financial Network sold 337 Coca-Cola shares in Q2 2026, an estimated $26.6K.
Coca-Cola made up 0.25% of Bond & Devick Financial Network's portfolio in Q2 2026, its #62 holding.
Bond & Devick Financial Network first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.