Creative Financial Designs’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.46M | Buy |
32,401
+6,259
| +24% | +$473K | 0.15% | 126 |
|
|
2025
Q4 | $1.83M | Buy |
26,142
+656
| +3% | +$45.7K | 0.12% | 156 |
|
|
2025
Q3 | $1.69M | Buy |
25,486
+1,218
| +5% | +$83.8K | 0.11% | 161 |
|
|
2025
Q2 | $1.72M | Buy |
24,268
+1,217
| +5% | +$86.7K | 0.12% | 151 |
|
|
2025
Q1 | $1.65M | Buy |
23,051
+2,603
| +13% | +$174K | 0.13% | 134 |
|
|
2024
Q4 | $1.27M | Sell |
20,448
-279
| -1% | -$18.2K | 0.1% | 165 |
|
|
2024
Q3 | $1.49M | Buy |
20,727
+1,295
| +7% | +$88.7K | 0.13% | 148 |
|
|
2024
Q2 | $1.24M | Buy |
19,432
+77
| +0.4% | +$4.77K | 0.11% | 159 |
|
|
2024
Q1 | $1.18M | Sell |
19,355
-303
| -2% | -$18.2K | 0.11% | 150 |
|
|
2023
Q4 | $1.16M | Buy |
19,658
+499
| +3% | +$28.3K | 0.12% | 149 |
|
|
2023
Q3 | $1.07M | Buy |
19,159
+13,842
| +260% | +$830K | 0.13% | 142 |
|
|
2023
Q2 | $320K | Sell |
5,317
-183
| -3% | -$11.4K | 0.04% | 268 |
|
|
2023
Q1 | $341K | Sell |
5,500
-1,976
| -26% | -$120K | 0.04% | 255 |
|
|
2022
Q4 | $476K | Sell |
7,476
-1,930
| -21% | -$117K | 0.07% | 202 |
|
|
2022
Q3 | $527K | Sell |
9,406
-463
| -5% | -$28.8K | 0.09% | 176 |
|
|
2022
Q2 | $621K | Sell |
9,869
-1,390
| -12% | -$88.1K | 0.1% | 160 |
|
|
2022
Q1 | $698K | Buy |
11,259
+2,488
| +28% | +$151K | 0.11% | 161 |
|
|
2021
Q4 | $519K | Sell |
8,771
-172
| -2% | -$9.58K | 0.08% | 186 |
|
|
2021
Q3 | $469K | Sell |
8,943
-329
| -4% | -$18.3K | 0.08% | 188 |
|
|
2021
Q2 | $502K | Buy |
9,272
+136
| +1% | +$7.4K | 0.09% | 179 |
|
|
2021
Q1 | $482K | Buy |
9,136
+828
| +10% | +$41.7K | 0.09% | 169 |
|
|
2020
Q4 | $456K | Sell |
8,308
-1,107
| -12% | -$57.2K | 0.1% | 158 |
|
|
2020
Q3 | $465K | Sell |
9,415
-2
| -0% | -$96 | 0.11% | 147 |
|
|
2020
Q2 | $421K | Buy |
9,417
+4,051
| +75% | +$187K | 0.13% | 126 |
|
|
2020
Q1 | $237K | Buy |
5,366
+4,253
| +382% | +$230K | 0.12% | 108 |
|
|
2019
Q4 | $61K | Sell |
1,113
-127
| -10% | -$6.83K | 0.03% | 233 |
|
|
2019
Q3 | $66K | Sell |
1,240
-7
| -0.6% | -$375 | 0.04% | 211 |
|
|
2019
Q2 | $65K | Sell |
1,247
-841
| -40% | -$41.2K | 0.04% | 214 |
|
|
2019
Q1 | $98K | Buy |
2,088
+30
| +1% | +$1.4K | 0.06% | 167 |
|
|
2018
Q4 | $97K | Sell |
2,058
-393
| -16% | -$18.8K | 0.07% | 146 |
|
|
2018
Q3 | $113K | Sell |
2,451
-1,614
| -40% | -$73.7K | 0.07% | 152 |
|
|
2018
Q2 | $178K | Sell |
4,065
-214
| -5% | -$9.24K | 0.1% | 133 |
|
|
2018
Q1 | $186K | Buy |
4,279
+950
| +29% | +$42.7K | 0.12% | 117 |
|
|
2017
Q4 | $153K | Buy |
3,329
+774
| +30% | +$35.6K | 0.1% | 135 |
|
|
2017
Q3 | $113K | Sell |
2,555
-171
| -6% | -$7.78K | 0.06% | 174 |
|
|
2017
Q2 | $121K | Sell |
2,726
-279
| -9% | -$12.3K | 0.08% | 167 |
|
|
2017
Q1 | $126K | Hold |
3,005
| – | – | 0.09% | 164 |
|
|
2016
Q4 | $125K | Buy |
+3,005
| New | +$125K | 0.1% | 159 |
|
Other funds holding KO
VCM
VPM
Creative Financial Designs's KO Position: Q1 2026 in Review
Creative Financial Designs increased its Coca-Cola (KO) stake by 24% in Q1 2026, buying an estimated $473K and bringing the position to 32,401 shares worth $2.46M. The position accounts for 0.15% of the portfolio, ranked #126.
Creative Financial Designs first reported a position in KO in Q4 2016 and has held it in 38 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Creative Financial Designs held 32,401 shares of Coca-Cola worth $2.46M as of Q1 2026.
- Creative Financial Designs bought 6,259 Coca-Cola shares in Q1 2026, an estimated $473K.
- Coca-Cola made up 0.15% of Creative Financial Designs's portfolio in Q1 2026, its #126 holding.
- Creative Financial Designs first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.