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Columbia River Financial Group’s Coca-Cola KO Stock Holding History

Columbia River 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 		$876K Buy
+11,441
New +$865K 0.51% 33
2025
Q2 		– Sell
-1,611
Closed -$116K – 85
2025
Q1 		$116K Buy
+1,611
New +$108K 0.08% 65

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

Columbia River Financial Group's KO Position: Q1 2026 in Review

Columbia River Financial Group opened a new position in Coca-Cola (KO) in Q1 2026: 11,441 shares worth $876K. The stake represents 0.51% of the portfolio and ranks #33 among its holdings. This is a return to the name: Columbia River Financial Group previously reported a position in KO as recently as Q1 2025.

Columbia River Financial Group first reported a position in KO in Q1 2025 and has held it in 2 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Columbia River Financial Group held 11,441 shares of Coca-Cola worth $876K as of Q1 2026.
  • Coca-Cola was a new Columbia River Financial Group position in Q1 2026.
  • Coca-Cola made up 0.51% of Columbia River Financial Group's portfolio in Q1 2026, its #33 holding.
  • Columbia River Financial Group first reported a position in Coca-Cola in Q1 2025 and has held it in 2 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.