Brogan Financial’s Coca-Cola KO Stock Holding History

Brogan 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	$401K	Buy	4,940 +29	+0.6%	+$2.29K	0.16%	36
2026 Q1	$373K	Hold	4,911	–	–	0.16%	38
2025 Q4	$343K	Buy	4,911 +61	+1%	+$4.25K	0.15%	41
2025 Q3	$322K	Buy	4,850 +30	+0.6%	+$2.06K	0.14%	47
2025 Q2	$341K	Sell	4,820 -485	-9%	-$34.5K	0.15%	47
2025 Q1	$380K	Buy	5,305 +412	+8%	+$27.5K	0.18%	39
2024 Q4	$305K	Sell	4,893 -1,203	-20%	-$78.5K	0.15%	42
2024 Q3	$438K	Buy	6,096 +42	+0.7%	+$2.88K	0.25%	29
2024 Q2	$385K	Sell	6,054 -425	-7%	-$26.3K	0.24%	30
2024 Q1	$396K	Sell	6,479 -2,185	-25%	-$131K	0.26%	29
2023 Q4	$511K	Buy	8,664 +79	+0.9%	+$4.49K	0.38%	18
2023 Q3	$483K	Buy	8,585 +2,649	+45%	+$159K	0.42%	16
2023 Q2	$360K	Buy	5,936 +28	+0.5%	+$1.74K	0.31%	26
2023 Q1	$369K	Hold	5,908	–	–	0.32%	21
2022 Q4	$376K	Buy	+5,908	New	+$357K	0.34%	20

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

Brogan Financial's KO Position: Q2 2026 in Review

Brogan Financial increased its Coca-Cola (KO) stake by 0.59% in Q2 2026, buying an estimated $2.29K and bringing the position to 4,940 shares worth $401K. The position accounts for 0.16% of the portfolio, ranked #36.

Brogan Financial first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $511K in Q4 2023. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Brogan Financial held 4,940 shares of Coca-Cola worth $401K as of Q2 2026.
Brogan Financial bought 29 Coca-Cola shares in Q2 2026, an estimated $2.29K.
Coca-Cola made up 0.16% of Brogan Financial's portfolio in Q2 2026, its #36 holding.
Brogan Financial first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
Brogan Financial's Coca-Cola position peaked at $511K in Q4 2023.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.