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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$963K Buy
11,848
+187
+2% +$14.8K 0.06% 281
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

Clear Creek Financial Management's KO Position: Q2 2026 in Review

Clear Creek Financial Management increased its Coca-Cola (KO) stake by 1.6% in Q2 2026, buying an estimated $14.8K and bringing the position to 11,848 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #281.

Clear Creek Financial Management first reported a position in KO in Q2 2019 and has held it in 27 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Clear Creek Financial Management held 11,848 shares of Coca-Cola worth $963K as of Q2 2026.
  • Clear Creek Financial Management bought 187 Coca-Cola shares in Q2 2026, an estimated $14.8K.
  • Coca-Cola made up 0.06% of Clear Creek Financial Management's portfolio in Q2 2026, its #281 holding.
  • Clear Creek Financial Management first reported a position in Coca-Cola in Q2 2019 and has held it in 27 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.