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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
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 $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

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

Bouchey Financial Group increased its Coca-Cola (KO) stake by 28% in Q1 2026, buying an estimated $64.4K and bringing the position to 3,873 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #130.

Bouchey Financial Group first reported a position in KO in Q4 2022 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Bouchey Financial Group held 3,873 shares of Coca-Cola worth $303K as of Q1 2026.
  • Bouchey Financial Group bought 852 Coca-Cola shares in Q1 2026, an estimated $64.4K.
  • Coca-Cola made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #130 holding.
  • Bouchey Financial Group first reported a position in Coca-Cola in Q4 2022 and has held it in 6 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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