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

Everest 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 		$1.03M Sell
12,680
-1,554
-11% -$123K 0.14% 95
2026
Q1 		$1.08M Buy
+14,234
New +$1.08M 0.18% 84

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

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

Everest Financial Group reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $123K and leaving 12,680 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #95.

Everest Financial Group first reported a position in KO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08M in Q1 2026. 3,604 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Everest Financial Group held 12,680 shares of Coca-Cola worth $1.03M as of Q2 2026.
  • Everest Financial Group sold 1,554 Coca-Cola shares in Q2 2026, an estimated $123K.
  • Coca-Cola made up 0.14% of Everest Financial Group's portfolio in Q2 2026, its #95 holding.
  • Everest Financial Group first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Coca-Cola position peaked at $1.08M in Q1 2026.
  • 3,604 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.