COFG Advisors’s Coca-Cola KO Stock Holding History

COFG Advisors’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	$389K	Buy	4,786 +853	+22%	+$67.4K	0.07%	206
2026 Q1	$299K	Buy	3,933 +8	+0.2%	+$605	0.07%	174
2025 Q4	$274K	Buy	+3,925	New	+$274K	0.07%	183

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

COFG Advisors's KO Position: Q2 2026 in Review

COFG Advisors increased its Coca-Cola (KO) stake by 22% in Q2 2026, buying an estimated $67.4K and bringing the position to 4,786 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #206.

COFG Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

COFG Advisors held 4,786 shares of Coca-Cola worth $389K as of Q2 2026.
COFG Advisors bought 853 Coca-Cola shares in Q2 2026, an estimated $67.4K.
Coca-Cola made up 0.07% of COFG Advisors's portfolio in Q2 2026, its #206 holding.
COFG Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.