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Financial Harvest’s Coca-Cola KO Stock Holding History

Financial Harvest’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 		$1.84M Sell
24,229
-380
-2% -$28.7K 1.09% 15
2025
Q4 		$1.72M Buy
24,609
+9,728
+65% +$678K 1.06% 16
2025
Q3 		$987K Sell
14,881
-536
-3% -$36.9K 0.66% 23
2025
Q2 		$1.09M Buy
+15,417
New +$1.1M 0.82% 18
2025
Q1 		– Sell
-15,457
Closed -$962K – 83
2024
Q4 		$962K Buy
+15,457
New +$1.01M 0.81% 18

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 Harvest's KO Position: Q1 2026 in Review

Financial Harvest reduced its Coca-Cola (KO) stake by 1.5% in Q1 2026, selling an estimated $28.7K and leaving 24,229 shares worth $1.84M. The position accounts for 1.09% of the portfolio, ranked #15.

Financial Harvest first reported a position in KO in Q4 2024 and has held it in 5 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Financial Harvest held 24,229 shares of Coca-Cola worth $1.84M as of Q1 2026.
  • Financial Harvest sold 380 Coca-Cola shares in Q1 2026, an estimated $28.7K.
  • Coca-Cola made up 1.09% of Financial Harvest's portfolio in Q1 2026, its #15 holding.
  • Financial Harvest first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.