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KO icon

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
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
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

Brogan Financial's KO Position: Q1 2026 in Review

Brogan Financial held its Coca-Cola (KO) position steady in Q1 2026 at 4,911 shares worth $373K. The position accounts for 0.16% of the portfolio, ranked #38.

Brogan Financial first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $511K in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Brogan Financial held 4,911 shares of Coca-Cola worth $373K as of Q1 2026.
  • Brogan Financial left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.16% of Brogan Financial's portfolio in Q1 2026, its #38 holding.
  • Brogan Financial first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Brogan Financial's Coca-Cola position peaked at $511K in Q4 2023.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.