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Copley Financial Group’s Coca-Cola KO Stock Holding History

Copley Financial 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 		$556K Sell
7,305
-600
-8% -$45.4K 0.34% 41
2025
Q4 		$553K Sell
7,905
-209
-3% -$14.6K 0.34% 44
2025
Q3 		$538K Sell
8,114
-333
-4% -$22.9K 0.37% 46
2025
Q2 		$598K Sell
8,447
-1,077
-11% -$76.7K 0.44% 39
2025
Q1 		$682K Sell
9,524
-141
-1% -$9.42K 0.52% 33
2024
Q4 		$602K Buy
9,665
+357
+4% +$23.3K 0.46% 43
2024
Q3 		$669K Buy
+9,308
New +$637K 0.61% 30

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

Copley Financial Group's KO Position: Q1 2026 in Review

Copley Financial Group reduced its Coca-Cola (KO) stake by 7.6% in Q1 2026, selling an estimated $45.4K and leaving 7,305 shares worth $556K. The position accounts for 0.34% of the portfolio, ranked #41.

Copley Financial Group first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $682K in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Copley Financial Group held 7,305 shares of Coca-Cola worth $556K as of Q1 2026.
  • Copley Financial Group sold 600 Coca-Cola shares in Q1 2026, an estimated $45.4K.
  • Coca-Cola made up 0.34% of Copley Financial Group's portfolio in Q1 2026, its #41 holding.
  • Copley Financial Group first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Coca-Cola position peaked at $682K in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.