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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
Q2 		$1.45M Buy
16,299
+3,403
+26% +$269K 0.1% 181
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 $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 $3.38T AUM 44.17% 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

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

Ethos Financial Group increased its Coca-Cola (KO) stake by 26% in Q2 2026, buying an estimated $269K and bringing the position to 16,299 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #181.

Ethos Financial Group first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Ethos Financial Group held 16,299 shares of Coca-Cola worth $1.45M as of Q2 2026.
  • Ethos Financial Group bought 3,403 Coca-Cola shares in Q2 2026, an estimated $269K.
  • Coca-Cola made up 0.1% of Ethos Financial Group's portfolio in Q2 2026, its #181 holding.
  • Ethos Financial Group first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.