CFO4Life Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Sell |
14,284
-1,176
| -8% | -$88.9K | 0.17% | 70 |
|
|
2025
Q4 | $1.08M | Sell |
15,460
-336
| -2% | -$23.4K | 0.15% | 73 |
|
|
2025
Q3 | $1.05M | Buy |
15,796
+67
| +0.4% | +$4.61K | 0.15% | 73 |
|
|
2025
Q2 | $1.11M | Sell |
15,729
-443
| -3% | -$31.6K | 0.17% | 66 |
|
|
2025
Q1 | $1.16M | Sell |
16,172
-365
| -2% | -$24.4K | 0.2% | 66 |
|
|
2024
Q4 | $1.03M | Buy |
16,537
+392
| +2% | +$25.6K | 0.18% | 63 |
|
|
2024
Q3 | $1.16M | Buy |
16,145
+121
| +0.8% | +$8.29K | 0.21% | 61 |
|
|
2024
Q2 | $1.02M | Buy |
16,024
+523
| +3% | +$32.4K | 0.19% | 62 |
|
|
2024
Q1 | $948K | Buy |
15,501
+174
| +1% | +$10.5K | 0.17% | 66 |
|
|
2023
Q4 | $903K | Buy |
15,327
+1,567
| +11% | +$89K | 0.17% | 70 |
|
|
2023
Q3 | $770K | Sell |
13,760
-1,541
| -10% | -$92.4K | 0.18% | 68 |
|
|
2023
Q2 | $921K | Buy |
15,301
+394
| +3% | +$24.5K | 0.2% | 59 |
|
|
2023
Q1 | $925K | Sell |
14,907
-429
| -3% | -$26K | 0.21% | 54 |
|
|
2022
Q4 | $976K | Buy |
15,336
+747
| +5% | +$45.1K | 0.21% | 63 |
|
|
2022
Q3 | $817K | Sell |
14,589
-121
| -0.8% | -$7.52K | 0.22% | 52 |
|
|
2022
Q2 | $907K | Sell |
14,710
-1,049
| -7% | -$66.5K | 0.23% | 49 |
|
|
2022
Q1 | $977K | Buy |
15,759
+664
| +4% | +$40.4K | 0.21% | 49 |
|
|
2021
Q4 | $894K | Sell |
15,095
-496
| -3% | -$27.6K | 0.18% | 61 |
|
|
2021
Q3 | $818K | Buy |
15,591
+1,176
| +8% | +$65.6K | 0.19% | 59 |
|
|
2021
Q2 | $780K | Buy |
14,415
+107
| +0.7% | +$5.82K | 0.18% | 59 |
|
|
2021
Q1 | $754K | Sell |
14,308
-614
| -4% | -$30.9K | 0.19% | 58 |
|
|
2020
Q4 | $818K | Buy |
14,922
+239
| +2% | +$12.4K | 0.23% | 51 |
|
|
2020
Q3 | $725K | Sell |
14,683
-111
| -0.8% | -$5.34K | 0.25% | 47 |
|
|
2020
Q2 | $661K | Buy |
14,794
+232
| +2% | +$10.7K | 0.25% | 50 |
|
|
2020
Q1 | $644K | Buy |
14,562
+114
| +0.8% | +$6.16K | 0.34% | 42 |
|
|
2019
Q4 | $800K | Buy |
14,448
+458
| +3% | +$24.6K | 0.34% | 48 |
|
|
2019
Q3 | $762K | Sell |
13,990
-320
| -2% | -$17.1K | 0.34% | 44 |
|
|
2019
Q2 | $729K | Sell |
14,310
-1,169
| -8% | -$57.3K | 0.33% | 47 |
|
|
2019
Q1 | $725K | Buy |
15,479
+637
| +4% | +$29.8K | 0.34% | 47 |
|
|
2018
Q4 | $703K | Sell |
14,842
-601
| -4% | -$28.8K | 0.31% | 53 |
|
|
2018
Q3 | $713K | Sell |
15,443
-2,255
| -13% | -$103K | 0.32% | 54 |
|
|
2018
Q2 | $776K | Buy |
+17,698
| New | +$764K | 0.32% | 48 |
|
|
2018
Q1 | – | Sell |
-5,486
| Closed | -$252K | – | 102 |
|
|
2017
Q4 | $252K | Buy |
5,486
+148
| +3% | +$6.8K | 0.2% | 81 |
|
|
2017
Q3 | $240K | Buy |
5,338
+699
| +15% | +$31.8K | 0.19% | 88 |
|
|
2017
Q2 | $208K | Sell |
4,639
-105
| -2% | -$4.64K | 0.19% | 82 |
|
|
2017
Q1 | $201K | Buy |
+4,744
| New | +$198K | 0.18% | 92 |
|
Other funds holding KO
VCM
VPM
CFO4Life Group's KO Position: Q1 2026 in Review
CFO4Life Group reduced its Coca-Cola (KO) stake by 7.6% in Q1 2026, selling an estimated $88.9K and leaving 14,284 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #70.
CFO4Life Group first reported a position in KO in Q1 2017 and has held it in 36 quarters since. The position peaked at $1.16M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- CFO4Life Group held 14,284 shares of Coca-Cola worth $1.09M as of Q1 2026.
- CFO4Life Group sold 1,176 Coca-Cola shares in Q1 2026, an estimated $88.9K.
- Coca-Cola made up 0.17% of CFO4Life Group's portfolio in Q1 2026, its #70 holding.
- CFO4Life Group first reported a position in Coca-Cola in Q1 2017 and has held it in 36 quarters since.
- CFO4Life Group's Coca-Cola position peaked at $1.16M in Q3 2024.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.