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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
Q2 		$397K Sell
4,891
-2,414
-33% -$191K 0.24% 55
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 $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 $3.37T AUM 44.26% 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

Copley Financial Group's KO Position: Q2 2026 in Review

Copley Financial Group reduced its Coca-Cola (KO) stake by 33% in Q2 2026, selling an estimated $191K and leaving 4,891 shares worth $397K. The position accounts for 0.24% of the portfolio, ranked #55.

Copley Financial Group first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $682K in Q1 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Copley Financial Group held 4,891 shares of Coca-Cola worth $397K as of Q2 2026.
  • Copley Financial Group sold 2,414 Coca-Cola shares in Q2 2026, an estimated $191K.
  • Coca-Cola made up 0.24% of Copley Financial Group's portfolio in Q2 2026, its #55 holding.
  • Copley Financial Group first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's Coca-Cola position peaked at $682K in Q1 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.