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

CKW 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	$28K	Sell	368 -6	-2%	-$454	﹤0.01%	83
2025 Q4	$26K	Sell	374 -3	-0.8%	-$209	﹤0.01%	93
2025 Q3	$25K	Buy	377 +1	+0.3%	+$69	﹤0.01%	97
2025 Q2	$27K	Buy	376 +1	+0.3%	+$71	﹤0.01%	91
2025 Q1	$27K	Buy	375 +1	+0.3%	+$67	﹤0.01%	96
2024 Q4	$23K	Buy	374 +10	+3%	+$653	﹤0.01%	162
2024 Q3	$26K	Buy	364 +1	+0.3%	+$68	﹤0.01%	157
2024 Q2	$23K	Sell	363 -14	-4%	-$867	﹤0.01%	159
2024 Q1	$23K	Buy	377 +106	+39%	+$6.37K	﹤0.01%	160
2023 Q4	$16K	Sell	271 -43	-14%	-$2.44K	﹤0.01%	172
2023 Q3	$18K	Hold	314	–	–	﹤0.01%	160
2023 Q2	$19K	Buy	314 +1	+0.3%	+$62	﹤0.01%	159
2023 Q1	$19K	Hold	313	–	–	﹤0.01%	147
2022 Q4	$20K	Buy	313 +62	+25%	+$3.74K	﹤0.01%	146
2022 Q3	$14K	Buy	251 +50	+25%	+$3.11K	﹤0.01%	155
2022 Q2	$13K	Hold	201	–	–	﹤0.01%	158
2022 Q1	$13K	Buy	201 +1	+0.5%	+$61	﹤0.01%	160
2021 Q4	$10K	Hold	200	–	–	﹤0.01%	187
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	182
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	194
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	161
2020 Q4	$11K	Hold	200	–	–	﹤0.01%	147
2020 Q3	$10K	Hold	200	–	–	﹤0.01%	143
2020 Q2	$9K	Hold	200	–	–	﹤0.01%	142
2020 Q1	$8K	Sell	200 -800	-80%	-$43.2K	﹤0.01%	141
2019 Q4	$55K	Hold	1,000	–	–	0.01%	92
2019 Q3	$55K	Hold	1,000	–	–	0.01%	87
2019 Q2	$51K	Buy	1,000 +800	+400%	+$39.2K	0.01%	93
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	157
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	158
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	160
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	155
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	135
2017 Q4	$9K	Hold	200	–	–	﹤0.01%	140
2017 Q3	$9K	Sell	200 -1,460	-88%	-$66.4K	﹤0.01%	142
2017 Q2	$74K	Buy	1,660 +1,460	+730%	+$64.5K	0.02%	76
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	147
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	141
2016 Q3	$8K	Hold	200	–	–	﹤0.01%	143
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	144
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	131
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	130
2015 Q3	$8K	Sell	200 -2,202	-92%	-$88.2K	﹤0.01%	129
2015 Q2	$94K	Sell	2,402 -864	-26%	-$35.1K	0.04%	65
2015 Q1	$133K	Sell	3,266 -1,000	-23%	-$41.8K	0.05%	44
2014 Q4	$180K	Buy	4,266 +6	+0.1%	+$256	0.08%	32
2014 Q3	$182K	Hold	4,260	–	–	0.08%	33
2014 Q2	$180K	Hold	4,260	–	–	0.1%	29
2014 Q1	$162K	Buy	4,260 +1,000	+31%	+$38.6K	0.08%	34
2013 Q4	$135K	Buy	+3,260	New	+$129K	0.07%	41

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CKW Financial Group reduced its Coca-Cola (KO) stake by 1.6% in Q1 2026, selling an estimated $454 and leaving 368 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #83.

CKW Financial Group first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $182K in Q3 2014. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

CKW Financial Group held 368 shares of Coca-Cola worth $28K as of Q1 2026.
CKW Financial Group sold 6 Coca-Cola shares in Q1 2026, an estimated $454.
Coca-Cola made up ﹤0.01% of CKW Financial Group's portfolio in Q1 2026, its #83 holding.
CKW Financial Group first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
CKW Financial Group's Coca-Cola position peaked at $182K in Q3 2014.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.