Cascade Financial Partners’s Coca-Cola KO Stock Holding History

Cascade Financial Partners’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	$446K	Sell	5,867 -150	-2%	-$11.3K	0.05%	175
2025 Q4	$421K	Sell	6,017 -599	-9%	-$41.8K	0.04%	179
2025 Q3	$439K	Buy	6,616 +36	+0.5%	+$2.48K	0.05%	174
2025 Q2	$466K	Buy	6,580 +400	+6%	+$28.5K	0.06%	166
2025 Q1	$443K	Sell	6,180 -349	-5%	-$23.3K	0.06%	163
2024 Q4	$406K	Buy	6,529 +1,001	+18%	+$65.3K	0.05%	158
2024 Q3	$384K	Buy	5,528 +79	+1%	+$5.41K	0.05%	165
2024 Q2	$347K	Sell	5,449 -998	-15%	-$61.8K	0.05%	166
2024 Q1	$376K	Buy	+6,447	New	+$387K	0.05%	157

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cascade Financial Partners's KO Position: Q1 2026 in Review

Cascade Financial Partners reduced its Coca-Cola (KO) stake by 2.5% in Q1 2026, selling an estimated $11.3K and leaving 5,867 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #175.

Cascade Financial Partners first reported a position in KO in Q1 2024 and has held it in 9 quarters since. The position peaked at $466K in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cascade Financial Partners held 5,867 shares of Coca-Cola worth $446K as of Q1 2026.
Cascade Financial Partners sold 150 Coca-Cola shares in Q1 2026, an estimated $11.3K.
Coca-Cola made up 0.05% of Cascade Financial Partners's portfolio in Q1 2026, its #175 holding.
Cascade Financial Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Coca-Cola position peaked at $466K in Q2 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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