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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
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
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

Chancellor Financial Group WB's KO Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its Coca-Cola (KO) stake by 0.87% in Q1 2026, selling an estimated $3.4K and leaving 5,132 shares worth $390K. The position accounts for 0.28% of the portfolio, ranked #73.

Chancellor Financial Group WB first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Chancellor Financial Group WB held 5,132 shares of Coca-Cola worth $390K as of Q1 2026.
  • Chancellor Financial Group WB sold 45 Coca-Cola shares in Q1 2026, an estimated $3.4K.
  • Coca-Cola made up 0.28% of Chancellor Financial Group WB's portfolio in Q1 2026, its #73 holding.
  • Chancellor Financial Group WB first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's Coca-Cola position peaked at $1.08M in Q2 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.