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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
Q2 		$1.98M Hold
24,361
– – 0.64% 25
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 $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

Financial Council's KO Position: Q2 2026 in Review

Financial Council held its Coca-Cola (KO) position steady in Q2 2026 at 24,361 shares worth $1.98M. The position accounts for 0.64% of the portfolio, ranked #25.

Financial Council first reported a position in KO in Q3 2021 and has held it in 20 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Financial Council held 24,361 shares of Coca-Cola worth $1.98M as of Q2 2026.
  • Financial Council left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.64% of Financial Council's portfolio in Q2 2026, its #25 holding.
  • Financial Council first reported a position in Coca-Cola in Q3 2021 and has held it in 20 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.