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Clear Creek Financial Management’s Coca-Cola KO Stock Holding History

Clear Creek Financial Management’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 		$887K Buy
11,661
+44
+0.4% +$3.33K 0.07% 274
2025
Q4 		$812K Sell
11,617
-452
-4% -$31.5K 0.07% 276
2025
Q3 		$801K Sell
12,069
-605
-5% -$41.6K 0.07% 269
2025
Q2 		$897K Buy
12,674
+508
+4% +$36.2K 0.09% 236
2025
Q1 		$872K Buy
12,166
+306
+3% +$20.4K 0.09% 213
2024
Q4 		$738K Buy
11,860
+691
+6% +$45.1K 0.08% 231
2024
Q3 		$803K Sell
11,169
-2,723
-20% -$186K 0.09% 198
2024
Q2 		$884K Buy
13,892
+1,634
+13% +$101K 0.11% 175
2024
Q1 		$750K Buy
12,258
+234
+2% +$14.1K 0.1% 182
2023
Q4 		$709K Buy
12,024
+2,699
+29% +$153K 0.11% 158
2023
Q3 		$522K Buy
9,325
+630
+7% +$37.8K 0.09% 162
2023
Q2 		$524K Buy
8,695
+297
+4% +$18.5K 0.09% 169
2023
Q1 		$521K Buy
8,398
+416
+5% +$25.2K 0.1% 152
2022
Q4 		$508K Sell
7,982
-2,029
-20% -$122K 0.11% 146
2022
Q3 		$561K Sell
10,011
-101
-1% -$6.28K 0.12% 135
2022
Q2 		$636K Sell
10,112
-900
-8% -$57.1K 0.13% 136
2022
Q1 		$683K Buy
11,012
+162
+1% +$9.85K 0.11% 156
2021
Q4 		$642K Buy
10,850
+243
+2% +$13.5K 0.1% 163
2021
Q3 		$557K Sell
10,607
-68
-0.6% -$3.79K 0.09% 177
2021
Q2 		$578K Buy
+10,675
New +$581K 0.09% 169
2021
Q1 		– Sell
-10,334
Closed -$566K – 166
2020
Q4 		$566K Buy
+10,334
New +$534K 0.11% 172
2020
Q3 		– Sell
-6,572
Closed -$296K – 177
2020
Q2 		$296K Buy
6,572
+624
+10% +$28.7K 0.08% 180
2020
Q1 		$278K Sell
5,948
-132
-2% -$7.13K 0.11% 123
2019
Q4 		$338K Buy
6,080
+1,151
+23% +$61.9K 0.13% 83
2019
Q3 		$258K Sell
4,929
-476
-9% -$25.5K 0.13% 102
2019
Q2 		$277K Buy
+5,405
New +$265K 0.12% 93

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

Clear Creek Financial Management's KO Position: Q1 2026 in Review

Clear Creek Financial Management increased its Coca-Cola (KO) stake by 0.38% in Q1 2026, buying an estimated $3.33K and bringing the position to 11,661 shares worth $887K. The position accounts for 0.07% of the portfolio, ranked #274.

Clear Creek Financial Management first reported a position in KO in Q2 2019 and has held it in 26 quarters since. The position peaked at $897K in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Clear Creek Financial Management held 11,661 shares of Coca-Cola worth $887K as of Q1 2026.
  • Clear Creek Financial Management bought 44 Coca-Cola shares in Q1 2026, an estimated $3.33K.
  • Coca-Cola made up 0.07% of Clear Creek Financial Management's portfolio in Q1 2026, its #274 holding.
  • Clear Creek Financial Management first reported a position in Coca-Cola in Q2 2019 and has held it in 26 quarters since.
  • Clear Creek Financial Management's Coca-Cola position peaked at $897K in Q2 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.