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Financial Council’s Coca-Cola KO Stock Holding History

Financial Council’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 		$1.85M Hold
24,361
– – 0.71% 24
2025
Q4 		$1.7M Sell
24,361
-144
-0.6% -$10K 0.68% 28
2025
Q3 		$1.63M Buy
24,505
+144
+0.6% +$9.91K 0.72% 27
2025
Q2 		$1.72M Hold
24,361
– – 0.83% 22
2025
Q1 		$1.74M Hold
24,361
– – 0.94% 21
2024
Q4 		$1.52M Hold
24,361
– – 0.78% 23
2024
Q3 		$1.75M Hold
24,361
– – 0.91% 22
2024
Q2 		$1.55M Hold
24,361
– – 0.87% 21
2024
Q1 		$1.49M Hold
24,361
– – 0.88% 22
2023
Q4 		$1.44M Hold
24,361
– – 0.96% 20
2023
Q3 		$1.36M Sell
24,361
-75
-0.3% -$4.5K 1.08% 20
2023
Q2 		$1.47M Buy
24,436
+75
+0.3% +$4.67K 1.12% 20
2023
Q1 		$1.51M Hold
24,361
– – 1.23% 19
2022
Q4 		$1.55M Hold
24,361
– – 0.97% 23
2022
Q3 		$1.36M Buy
24,361
+1,872
+8% +$116K 1.58% 18
2022
Q2 		$1.42M Hold
22,489
– – 1.77% 17
2022
Q1 		$1.39M Sell
22,489
-400
-2% -$24.3K 1.69% 17
2021
Q4 		$1.35M Buy
22,889
+65
+0.3% +$3.62K 1.62% 13
2021
Q3 		$1.2M Buy
+22,824
New +$1.27M 1.69% 13

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

Financial Council's KO Position: Q1 2026 in Review

Financial Council held its Coca-Cola (KO) position steady in Q1 2026 at 24,361 shares worth $1.85M. The position accounts for 0.71% of the portfolio, ranked #24.

Financial Council first reported a position in KO in Q3 2021 and has held it in 19 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Financial Council held 24,361 shares of Coca-Cola worth $1.85M as of Q1 2026.
  • Financial Council left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.71% of Financial Council's portfolio in Q1 2026, its #24 holding.
  • Financial Council first reported a position in Coca-Cola in Q3 2021 and has held it in 19 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.