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Cannon Financial Strategists’s Coca-Cola KO Stock Holding History

Cannon Financial Strategists’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 		$4.2M Sell
55,185
-2,556
-4% -$193K 0.55% 19
2025
Q4 		$4.04M Sell
57,741
-142
-0.2% -$9.9K 0.56% 19
2025
Q3 		$3.84M Hold
57,883
– – 0.55% 19
2025
Q2 		$4.1M Buy
57,883
+40
+0.1% +$2.85K 0.65% 17
2025
Q1 		$4.14M Buy
57,843
+277
+0.5% +$18.5K 0.71% 18
2024
Q4 		$3.58M Buy
57,566
+831
+1% +$54.2K 0.61% 19
2024
Q3 		$4.08M Sell
56,735
-1
-0% -$68 0.71% 18
2024
Q2 		$3.61M Buy
56,736
+110
+0.2% +$6.81K 0.69% 18
2024
Q1 		$3.46M Sell
56,626
-2,538
-4% -$152K 0.68% 18
2023
Q4 		$3.49M Hold
59,164
– – 0.75% 19
2023
Q3 		$3.31M Hold
59,164
– – 0.84% 18
2023
Q2 		$3.56M Hold
59,164
– – 0.98% 18
2023
Q1 		$3.67M Buy
59,164
+8
+0% +$484 1.24% 15
2022
Q4 		$3.76M Sell
59,156
-201
-0.3% -$12.1K 1.37% 16
2022
Q3 		$3.33M Sell
59,357
-400
-0.7% -$24.9K 1.31% 17
2022
Q2 		$3.76M Sell
59,757
-204
-0.3% -$12.9K 1.46% 15
2022
Q1 		$3.72M Sell
59,961
-166
-0.3% -$10.1K 1.34% 14
2021
Q4 		$3.56M Sell
60,127
-993
-2% -$55.3K 1.28% 15
2021
Q3 		$3.21M Buy
61,120
+1,032
+2% +$57.5K 1.24% 15
2021
Q2 		$3.25M Hold
60,088
– – 1.29% 15
2021
Q1 		$3.17M Hold
60,088
– – 1.36% 15
2020
Q4 		$3.3M Sell
60,088
-12,424
-17% -$642K 1.6% 14
2020
Q3 		$3.58M Sell
72,512
-3,310
-4% -$159K 1.97% 14
2020
Q2 		$3.39M Sell
75,822
-15,224
-17% -$701K 2.04% 13
2020
Q1 		$4.03M Buy
91,046
+50,746
+126% +$2.74M 3% 12
2019
Q4 		$2.23M Sell
40,300
-190
-0.5% -$10.2K 1.45% 17
2019
Q3 		$2.2M Buy
40,490
+6,534
+19% +$350K 1.69% 16
2019
Q2 		$1.73M Buy
33,956
+27
+0.1% +$1.32K 1.46% 17
2019
Q1 		$1.59M Buy
+33,929
New +$1.59M 1.42% 15

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

Cannon Financial Strategists's KO Position: Q1 2026 in Review

Cannon Financial Strategists reduced its Coca-Cola (KO) stake by 4.4% in Q1 2026, selling an estimated $193K and leaving 55,185 shares worth $4.2M. The position accounts for 0.55% of the portfolio, ranked #19.

Cannon Financial Strategists first reported a position in KO in Q1 2019 and has held it in 29 quarters since. 3,558 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cannon Financial Strategists held 55,185 shares of Coca-Cola worth $4.2M as of Q1 2026.
  • Cannon Financial Strategists sold 2,556 Coca-Cola shares in Q1 2026, an estimated $193K.
  • Coca-Cola made up 0.55% of Cannon Financial Strategists's portfolio in Q1 2026, its #19 holding.
  • Cannon Financial Strategists first reported a position in Coca-Cola in Q1 2019 and has held it in 29 quarters since.
  • 3,558 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.