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Compton Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Compton Wealth Advisory 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
Q1 		$582K Hold
7,649
– – 0.13% 65
2025
Q4 		$535K Hold
7,649
– – 0.12% 63
2025
Q3 		$507K Hold
7,649
– – 0.12% 64
2025
Q2 		$541K Buy
7,649
+254
+3% +$18.1K 0.14% 66
2025
Q1 		$530K Hold
7,395
– – 0.15% 63
2024
Q4 		$460K Sell
7,395
-206
-3% -$13.4K 0.12% 79
2024
Q3 		$546K Buy
7,601
+4
+0.1% +$274 0.14% 77
2024
Q2 		$484K Buy
7,597
+154
+2% +$9.53K 0.13% 76
2024
Q1 		$455K Hold
7,443
– – 0.12% 77
2023
Q4 		$439K Sell
7,443
-1,000
-12% -$56.8K 0.14% 67
2023
Q3 		$473K Hold
8,443
– – 0.16% 67
2023
Q2 		$508K Sell
8,443
-801
-9% -$49.8K 0.17% 65
2023
Q1 		$573K Sell
9,244
-9,574
-51% -$580K 0.2% 61
2022
Q4 		$1.2M Buy
18,818
+781
+4% +$47.1K 0.47% 45
2022
Q3 		$1.01M Buy
18,037
+551
+3% +$34.2K 0.43% 50
2022
Q2 		$1.1M Buy
17,486
+8,135
+87% +$516K 0.47% 46
2022
Q1 		$580K Buy
9,351
+3,072
+49% +$187K 0.22% 74
2021
Q4 		$372K Buy
6,279
+592
+10% +$33K 0.16% 66
2021
Q3 		$298K Buy
5,687
+4
+0.1% +$223 0.14% 68
2021
Q2 		$308K Buy
5,683
+4
+0.1% +$218 0.14% 67
2021
Q1 		$299K Buy
5,679
+500
+10% +$25.2K 0.17% 67
2020
Q4 		$284K Sell
5,179
-392
-7% -$20.3K 0.18% 65
2020
Q3 		$275K Buy
5,571
+406
+8% +$19.5K 0.21% 59
2020
Q2 		$231K Buy
5,165
+565
+12% +$26K 0.25% 60
2020
Q1 		$204K Hold
4,600
– – 0.26% 51
2019
Q4 		$255K Sell
4,600
-264
-5% -$14.2K 0.23% 52
2019
Q3 		$265K Sell
4,864
-6
-0.1% -$321 0.15% 58
2019
Q2 		$248K Buy
4,870
+124
+3% +$6.08K 0.13% 61
2019
Q1 		$222K Buy
4,746
+3
+0.1% +$140 0.12% 65
2018
Q4 		$225K Buy
+4,743
New +$227K 0.12% 67

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

Compton Wealth Advisory Group's KO Position: Q1 2026 in Review

Compton Wealth Advisory Group held its Coca-Cola (KO) position steady in Q1 2026 at 7,649 shares worth $582K. The position accounts for 0.13% of the portfolio, ranked #65.

Compton Wealth Advisory Group first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.2M in Q4 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Compton Wealth Advisory Group held 7,649 shares of Coca-Cola worth $582K as of Q1 2026.
  • Compton Wealth Advisory Group left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.13% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #65 holding.
  • Compton Wealth Advisory Group first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Compton Wealth Advisory Group's Coca-Cola position peaked at $1.2M in Q4 2022.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.