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Claris Financial’s Coca-Cola KO Stock Holding History

Claris Financial’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 		$1.61M Sell
21,184
-127
-0.6% -$9.6K 0.88% 24
2025
Q4 		$1.49M Buy
21,311
+1,176
+6% +$82K 0.79% 25
2025
Q3 		$1.34M Buy
20,135
+4,679
+30% +$322K 0.76% 26
2025
Q2 		$1.09M Sell
15,456
-3,367
-18% -$240K 0.82% 29
2025
Q1 		$1.17M Hold
18,823
– – 0.77% 29
2024
Q4 		$1.17M Buy
+18,823
New +$1.23M 0.77% 29

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

Claris Financial's KO Position: Q1 2026 in Review

Claris Financial reduced its Coca-Cola (KO) stake by 0.6% in Q1 2026, selling an estimated $9.6K and leaving 21,184 shares worth $1.61M. The position accounts for 0.88% of the portfolio, ranked #24.

Claris Financial first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Claris Financial held 21,184 shares of Coca-Cola worth $1.61M as of Q1 2026.
  • Claris Financial sold 127 Coca-Cola shares in Q1 2026, an estimated $9.6K.
  • Coca-Cola made up 0.88% of Claris Financial's portfolio in Q1 2026, its #24 holding.
  • Claris Financial first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.