Chancellor Financial Group WB’s Coca-Cola KO Stock Holding History

Chancellor Financial Group WB’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 Q2	$426K	Buy	5,243 +111	+2%	+$8.77K	0.26%	78
2026 Q1	$390K	Sell	5,132 -45	-0.9%	-$3.4K	0.28%	73
2025 Q4	$362K	Hold	5,177	–	–	0.25%	82
2025 Q3	$343K	Sell	5,177 -10,045	-66%	-$691K	0.24%	83
2025 Q2	$1.08M	Buy	15,222 +2,723	+22%	+$194K	0.83%	26
2025 Q1	$895K	Sell	12,499 -67	-0.5%	-$4.47K	0.74%	29
2024 Q4	$782K	Buy	+12,566	New	+$820K	0.63%	34

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chancellor Financial Group WB's KO Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Coca-Cola (KO) stake by 2.2% in Q2 2026, buying an estimated $8.77K and bringing the position to 5,243 shares worth $426K. The position accounts for 0.26% of the portfolio, ranked #78.

Chancellor Financial Group WB first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2025. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Chancellor Financial Group WB held 5,243 shares of Coca-Cola worth $426K as of Q2 2026.
Chancellor Financial Group WB bought 111 Coca-Cola shares in Q2 2026, an estimated $8.77K.
Coca-Cola made up 0.26% of Chancellor Financial Group WB's portfolio in Q2 2026, its #78 holding.
Chancellor Financial Group WB first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Chancellor Financial Group WB's Coca-Cola position peaked at $1.08M in Q2 2025.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.