Empire Financial Management Company’s Coca-Cola KO Stock Holding History

Empire Financial Management Company’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	$2.11M	Hold	27,785	–	–	0.48%	64
2025 Q4	$1.94M	Hold	27,785	–	–	0.42%	70
2025 Q3	$1.84M	Hold	27,785	–	–	0.42%	74
2025 Q2	$1.97M	Sell	27,785 -145	-0.5%	-$10.3K	0.57%	52
2025 Q1	$2M	Sell	27,930 -75	-0.3%	-$5.01K	0.62%	54
2024 Q4	$1.74M	Sell	28,005 -413	-1%	-$27K	0.54%	59
2024 Q3	$2.04M	Hold	28,418	–	–	0.63%	52
2024 Q2	$1.81M	Sell	28,418 -3,360	-11%	-$208K	0.6%	55
2024 Q1	$1.94M	Sell	31,778 -100	-0.3%	-$6.01K	0.64%	52
2023 Q4	$1.88M	Hold	31,878	–	–	0.74%	42
2023 Q3	$1.78M	Sell	31,878 -250	-0.8%	-$15K	0.78%	40
2023 Q2	$1.93M	Buy	32,128 +2,540	+9%	+$158K	0.77%	43
2023 Q1	$1.84M	Buy	+29,588	New	+$1.79M	0.75%	43

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empire Financial Management Company's KO Position: Q1 2026 in Review

Empire Financial Management Company held its Coca-Cola (KO) position steady in Q1 2026 at 27,785 shares worth $2.11M. The position accounts for 0.48% of the portfolio, ranked #64.

Empire Financial Management Company first reported a position in KO in Q1 2023 and has held it in 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Empire Financial Management Company held 27,785 shares of Coca-Cola worth $2.11M as of Q1 2026.
Empire Financial Management Company left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.48% of Empire Financial Management Company's portfolio in Q1 2026, its #64 holding.
Empire Financial Management Company first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.