COMPASS FINANCIAL MANAGEMENT LLC’s Coca-Cola KO Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.64M	Buy	+19,201	New	+$1.52M	0.2%	132

Other funds holding KO

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's KO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Coca-Cola (KO) in Q2 2026: 19,201 shares worth $1.64M. The stake represents 0.2% of the portfolio and ranks #132 among its holdings.

2,924 funds tracked by Wall St. Rank hold KO as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 19,201 shares of Coca-Cola worth $1.64M as of Q2 2026.
Coca-Cola was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Coca-Cola made up 0.2% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #132 holding.
2,924 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.