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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
Q2 		$2.47M Hold
30,354
– – 1.64% 14
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chapman Financial Group's KO Position: Q2 2026 in Review

Chapman Financial Group held its Coca-Cola (KO) position steady in Q2 2026 at 30,354 shares worth $2.47M. The position accounts for 1.64% of the portfolio, ranked #14.

Chapman Financial Group first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Chapman Financial Group held 30,354 shares of Coca-Cola worth $2.47M as of Q2 2026.
  • Chapman Financial Group left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 1.64% of Chapman Financial Group's portfolio in Q2 2026, its #14 holding.
  • Chapman Financial Group first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.