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

Bouchey 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
Q2 		$388K Buy
4,756
+883
+23% +$69.7K 0.03% 118
2026
Q1 		$303K Buy
3,873
+852
+28% +$64.4K 0.02% 130
2025
Q4 		$211K Buy
+3,021
New +$211K 0.02% 153
2025
Q3 		– Sell
-3,080
Closed -$218K – 155
2025
Q2 		$218K Buy
+3,080
New +$219K 0.02% 133
2024
Q4 		– Sell
-2,943
Closed -$212K – 159
2024
Q3 		$212K Buy
+2,943
New +$202K 0.02% 146
2023
Q3 		– Sell
-3,517
Closed -$212K – 128
2023
Q2 		$212K Buy
+3,517
New +$219K 0.03% 106
2023
Q1 		– Sell
-3,198
Closed -$203K – 104
2022
Q4 		$203K Buy
+3,198
New +$193K 0.03% 91

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 $3.37T AUM 44.26% 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

Bouchey Financial Group's KO Position: Q2 2026 in Review

Bouchey Financial Group increased its Coca-Cola (KO) stake by 23% in Q2 2026, buying an estimated $69.7K and bringing the position to 4,756 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #118.

Bouchey Financial Group first reported a position in KO in Q4 2022 and has held it in 7 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Bouchey Financial Group held 4,756 shares of Coca-Cola worth $388K as of Q2 2026.
  • Bouchey Financial Group bought 883 Coca-Cola shares in Q2 2026, an estimated $69.7K.
  • Coca-Cola made up 0.03% of Bouchey Financial Group's portfolio in Q2 2026, its #118 holding.
  • Bouchey Financial Group first reported a position in Coca-Cola in Q4 2022 and has held it in 7 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.