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CFM Wealth Partners’s Coca-Cola KO Stock Holding History

CFM Wealth 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 		$4.37M Sell
57,471
-1,075
-2% -$81.3K 0.66% 39
2025
Q4 		$4.09M Sell
58,546
-4,419
-7% -$308K 0.59% 42
2025
Q3 		$4.18M Sell
62,965
-6,028
-9% -$415K 0.61% 42
2025
Q2 		$4.88M Buy
68,993
+841
+1% +$59.9K 0.78% 37
2025
Q1 		$4.88M Buy
68,152
+2,025
+3% +$135K 0.86% 34
2024
Q4 		$4.12M Buy
66,127
+4,096
+7% +$267K 0.69% 40
2024
Q3 		$4.46M Buy
62,031
+3,640
+6% +$249K 0.78% 33
2024
Q2 		$3.72M Buy
58,391
+2,728
+5% +$169K 0.68% 34
2024
Q1 		$3.41M Buy
55,663
+8,334
+18% +$501K 0.68% 39
2023
Q4 		$2.79M Buy
47,329
+803
+2% +$45.6K 0.63% 43
2023
Q3 		$2.6M Buy
46,526
+4,659
+11% +$279K 0.68% 42
2023
Q2 		$2.52M Buy
41,867
+35
+0.1% +$2.18K 0.61% 47
2023
Q1 		$2.59M Buy
41,832
+1,242
+3% +$75.2K 0.7% 44
2022
Q4 		$2.58M Buy
40,590
+2,853
+8% +$172K 0.77% 40
2022
Q3 		$2.11M Buy
37,737
+9,253
+32% +$575K 0.68% 43
2022
Q2 		$1.79M Buy
28,484
+1,649
+6% +$105K 0.54% 48
2022
Q1 		$1.66M Buy
26,835
+1,036
+4% +$63K 0.4% 65
2021
Q4 		$1.53M Buy
25,799
+3,388
+15% +$189K 0.34% 66
2021
Q3 		$1.18M Buy
22,411
+168
+0.8% +$9.37K 0.3% 69
2021
Q2 		$1.2M Hold
22,243
– – 0.32% 64
2021
Q1 		$1.17M Sell
22,243
-9,848
-31% -$496K 0.35% 65
2020
Q4 		$1.76M Buy
32,091
+8,214
+34% +$425K 0.56% 46
2020
Q3 		$1.18M Buy
23,877
+5,054
+27% +$243K 0.43% 49
2020
Q2 		$841K Buy
18,823
+2,681
+17% +$123K 0.32% 64
2020
Q1 		$714K Buy
16,142
+2,014
+14% +$109K 0.33% 61
2019
Q4 		$803K Buy
+14,128
New +$760K 0.3% 69

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

CFM Wealth Partners's KO Position: Q1 2026 in Review

CFM Wealth Partners reduced its Coca-Cola (KO) stake by 1.8% in Q1 2026, selling an estimated $81.3K and leaving 57,471 shares worth $4.37M. The position accounts for 0.66% of the portfolio, ranked #39.

CFM Wealth Partners first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.88M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • CFM Wealth Partners held 57,471 shares of Coca-Cola worth $4.37M as of Q1 2026.
  • CFM Wealth Partners sold 1,075 Coca-Cola shares in Q1 2026, an estimated $81.3K.
  • Coca-Cola made up 0.66% of CFM Wealth Partners's portfolio in Q1 2026, its #39 holding.
  • CFM Wealth Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • CFM Wealth Partners's Coca-Cola position peaked at $4.88M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.