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

Financial Connections 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	$53K	Hold	706	–	–	0.02%	108
2025 Q4	$49K	Buy	706 +50	+8%	+$3.49K	0.02%	110
2025 Q3	$43K	Hold	656	–	–	0.02%	115
2025 Q2	$46K	Hold	656	–	–	0.02%	107
2025 Q1	$47K	Hold	656	–	–	0.02%	101
2024 Q4	$40K	Hold	656	–	–	0.02%	101
2024 Q3	$47K	Sell	656 -80	-11%	-$5.48K	0.02%	93
2024 Q2	$46K	Buy	+736	New	+$45.6K	0.02%	103
2024 Q1	–	Sell	-656	Closed	-$38K	–	220
2023 Q4	$38K	Buy	+656	New	+$37.3K	0.02%	116
2023 Q3	–	Sell	-656	Closed	-$39K	–	184
2023 Q2	$39K	Hold	656	–	–	0.03%	120
2023 Q1	$40K	Hold	656	–	–	0.03%	100
2022 Q4	$41K	Hold	656	–	–	0.03%	93
2022 Q3	$36K	Hold	656	–	–	0.03%	84
2022 Q2	$41K	Hold	656	–	–	0.04%	104
2022 Q1	$40K	Hold	656	–	–	0.04%	110
2021 Q4	$38K	Buy	+656	New	+$36.5K	0.04%	117

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

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

Financial Connections Group held its Coca-Cola (KO) position steady in Q1 2026 at 706 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #108.

Financial Connections Group first reported a position in KO in Q4 2021 and has held it in 16 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Financial Connections Group held 706 shares of Coca-Cola worth $53K as of Q1 2026.
Financial Connections Group left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #108 holding.
Financial Connections Group first reported a position in Coca-Cola in Q4 2021 and has held it in 16 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.