Compass Financial Management’s Coca-Cola KO Stock Holding History

Compass Financial Management’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	$1.64M	Buy	+19,201	New	+$1.52M	0.2%	132

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Compass Financial Management's KO Position: Q2 2026 in Review

Compass Financial Management opened a new position in Coca-Cola (KO) in Q2 2026: 19,201 shares worth $1.64M. The stake represents 0.2% of the portfolio and ranks #132 among its holdings.

3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Compass Financial Management held 19,201 shares of Coca-Cola worth $1.64M as of Q2 2026.
Coca-Cola was a new Compass Financial Management position in Q2 2026.
Coca-Cola made up 0.2% of Compass Financial Management's portfolio in Q2 2026, its #132 holding.
3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.