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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
Q2 		$299K Hold
3,674
– – 0.03% 91
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
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 $3.38T AUM 44.17% 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

Compass Financial Group (South Dakota)'s KO Position: Q2 2026 in Review

Compass Financial Group (South Dakota) held its Coca-Cola (KO) position steady in Q2 2026 at 3,674 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #91.

Compass Financial Group (South Dakota) first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $314K in Q1 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Compass Financial Group (South Dakota) held 3,674 shares of Coca-Cola worth $299K as of Q2 2026.
  • Compass Financial Group (South Dakota) left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #91 holding.
  • Compass Financial Group (South Dakota) first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Compass Financial Group (South Dakota)'s Coca-Cola position peaked at $314K in Q1 2024.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.