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Financial Management Network’s Coca-Cola KO Stock Holding History

Financial Management Network’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 		$225K Sell
2,857
-994
-26% -$75.1K 0.03% 183
2025
Q4 		$266K Buy
3,851
+12
+0.3% +$837 0.04% 161
2025
Q3 		$254K Buy
3,839
+783
+26% +$53.9K 0.04% 158
2025
Q2 		$218K Buy
+3,056
New +$218K 0.04% 164

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 Management Network's KO Position: Q1 2026 in Review

Financial Management Network reduced its Coca-Cola (KO) stake by 26% in Q1 2026, selling an estimated $75.1K and leaving 2,857 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #183.

Financial Management Network first reported a position in KO in Q2 2025 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Financial Management Network held 2,857 shares of Coca-Cola worth $225K as of Q1 2026.
  • Financial Management Network sold 994 Coca-Cola shares in Q1 2026, an estimated $75.1K.
  • Coca-Cola made up 0.03% of Financial Management Network's portfolio in Q1 2026, its #183 holding.
  • Financial Management Network first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • Financial Management Network's Coca-Cola position peaked at $266K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.