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Chapman Financial Group’s Coca-Cola KO Stock Holding History

Chapman Financial Group’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 		$2.31M Sell
30,354
-485
-2% -$36.7K 1.65% 12
2025
Q4 		$2.16M Hold
30,839
– – 1.47% 13
2025
Q3 		$2.05M Buy
30,839
+1,609
+6% +$111K 1.41% 14
2025
Q2 		$2.07M Buy
+29,230
New +$2.08M 1.75% 13
2024
Q4 		$1.88M Buy
+30,202
New +$1.97M 1.5% 14

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

Chapman Financial Group's KO Position: Q1 2026 in Review

Chapman Financial Group reduced its Coca-Cola (KO) stake by 1.6% in Q1 2026, selling an estimated $36.7K and leaving 30,354 shares worth $2.31M. The position accounts for 1.65% of the portfolio, ranked #12.

Chapman Financial Group first reported a position in KO in Q4 2024 and has held it in 5 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Chapman Financial Group held 30,354 shares of Coca-Cola worth $2.31M as of Q1 2026.
  • Chapman Financial Group sold 485 Coca-Cola shares in Q1 2026, an estimated $36.7K.
  • Coca-Cola made up 1.65% of Chapman Financial Group's portfolio in Q1 2026, its #12 holding.
  • Chapman Financial Group first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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