Compass Financial Group (South Dakota)’s Coca-Cola KO Stock Holding History

Compass Financial Group (South Dakota)’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	$279K	Hold	3,674	–	–	0.04%	84
2025 Q4	$257K	Hold	3,674	–	–	0.04%	88
2025 Q3	$244K	Hold	3,674	–	–	0.04%	89
2025 Q2	$260K	Sell	3,674 -200	-5%	-$14.2K	0.04%	80
2025 Q1	$278K	Hold	3,874	–	–	0.05%	75
2024 Q4	$241K	Hold	3,874	–	–	0.05%	82
2024 Q3	$278K	Sell	3,874 -101	-3%	-$6.92K	0.05%	77
2024 Q2	$253K	Sell	3,975 -1,153	-22%	-$71.4K	0.05%	76
2024 Q1	$314K	Buy	5,128 +245	+5%	+$14.7K	0.07%	68
2023 Q4	$288K	Buy	4,883 +9	+0.2%	+$511	0.08%	72
2023 Q3	$273K	Sell	4,874 -1	-0%	-$60	0.08%	73
2023 Q2	$294K	Buy	4,875 +1,067	+28%	+$66.4K	0.09%	70
2023 Q1	$236K	Buy	3,808 +134	+4%	+$8.11K	0.08%	84
2022 Q4	$234K	Buy	+3,674	New	+$222K	0.08%	82

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compass Financial Group (South Dakota)'s KO Position: Q1 2026 in Review

Compass Financial Group (South Dakota) held its Coca-Cola (KO) position steady in Q1 2026 at 3,674 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #84.

Compass Financial Group (South Dakota) first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $314K in Q1 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Compass Financial Group (South Dakota) held 3,674 shares of Coca-Cola worth $279K as of Q1 2026.
Compass Financial Group (South Dakota) left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.04% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #84 holding.
Compass Financial Group (South Dakota) first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
Compass Financial Group (South Dakota)'s Coca-Cola position peaked at $314K in Q1 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.