CFS
KO icon

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

Compass Financial Services’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 		$211K Sell
2,774
-590
-18% -$44.6K 0.09% 55
2025
Q4 		$235K Buy
3,364
+26
+0.8% +$1.81K 0.1% 46
2025
Q3 		$221K Buy
3,338
+237
+8% +$16.3K 0.1% 50
2025
Q2 		$219K Sell
3,101
-81
-3% -$5.77K 0.11% 46
2025
Q1 		$228K Buy
3,182
+718
+29% +$48K 0.12% 41
2024
Q4 		$153K Buy
+2,464
New +$161K 0.09% 43

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

Compass Financial Services's KO Position: Q1 2026 in Review

Compass Financial Services reduced its Coca-Cola (KO) stake by 18% in Q1 2026, selling an estimated $44.6K and leaving 2,774 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #55.

Compass Financial Services first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $235K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Compass Financial Services held 2,774 shares of Coca-Cola worth $211K as of Q1 2026.
  • Compass Financial Services sold 590 Coca-Cola shares in Q1 2026, an estimated $44.6K.
  • Coca-Cola made up 0.09% of Compass Financial Services's portfolio in Q1 2026, its #55 holding.
  • Compass Financial Services first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Compass Financial Services's Coca-Cola position peaked at $235K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.