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

Ethos 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 		$987K Buy
12,896
+191
+2% +$14.4K 0.07% 201
2025
Q4 		$888K Buy
12,705
+8,216
+183% +$573K 0.07% 209
2025
Q3 		$300K Sell
4,489
-245
-5% -$16.9K 0.02% 363
2025
Q2 		$337K Buy
4,734
+122
+3% +$8.69K 0.03% 320
2025
Q1 		$291K Buy
4,612
+151
+3% +$10.1K 0.03% 323
2024
Q4 		$280K Buy
4,461
+424
+11% +$27.7K 0.04% 232
2024
Q3 		$292K Sell
4,037
-38
-0.9% -$2.6K 0.05% 211
2024
Q2 		$287K Buy
4,075
+244
+6% +$15.1K 0.05% 205
2024
Q1 		$237K Sell
3,831
-955
-20% -$57.4K 0.04% 235
2023
Q4 		$282K Buy
4,786
+192
+4% +$10.9K 0.06% 204
2023
Q3 		$259K Buy
+4,594
New +$276K 0.07% 143

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

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

Ethos Financial Group increased its Coca-Cola (KO) stake by 1.5% in Q1 2026, buying an estimated $14.4K and bringing the position to 12,896 shares worth $987K. The position accounts for 0.07% of the portfolio, ranked #201.

Ethos Financial Group first reported a position in KO in Q3 2023 and has held it in 11 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Ethos Financial Group held 12,896 shares of Coca-Cola worth $987K as of Q1 2026.
  • Ethos Financial Group bought 191 Coca-Cola shares in Q1 2026, an estimated $14.4K.
  • Coca-Cola made up 0.07% of Ethos Financial Group's portfolio in Q1 2026, its #201 holding.
  • Ethos Financial Group first reported a position in Coca-Cola in Q3 2023 and has held it in 11 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.