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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
Q2 		$935K Hold
11,441
– – 0.5% 31
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Columbia River Financial Group's KO Position: Q2 2026 in Review

Columbia River Financial Group held its Coca-Cola (KO) position steady in Q2 2026 at 11,441 shares worth $935K. The position accounts for 0.5% of the portfolio, ranked #31.

Columbia River Financial Group first reported a position in KO in Q1 2025 and has held it in 3 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Columbia River Financial Group held 11,441 shares of Coca-Cola worth $935K as of Q2 2026.
  • Columbia River Financial Group left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.5% of Columbia River Financial Group's portfolio in Q2 2026, its #31 holding.
  • Columbia River Financial Group first reported a position in Coca-Cola in Q1 2025 and has held it in 3 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.