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

Financial Strategies 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 		$342K Buy
4,537
+95
+2% +$7.18K 0.06% 79
2025
Q4 		$301K Sell
4,442
-1
-0% -$70 0.05% 83
2025
Q3 		$302K Sell
4,443
-55
-1% -$3.79K 0.06% 84
2025
Q2 		$314K Buy
4,498
+134
+3% +$9.54K 0.07% 84
2025
Q1 		$314K Buy
4,364
+10
+0.2% +$668 0.07% 80
2024
Q4 		$266K Hold
4,354
– – 0.06% 91
2024
Q3 		$306K Sell
4,354
-522
-11% -$35.7K 0.07% 83
2024
Q2 		$306K Sell
4,876
-20
-0.4% -$1.24K 0.08% 74
2024
Q1 		$292K Hold
4,896
– – 0.08% 65
2023
Q4 		$288K Hold
4,896
– – 0.08% 68
2023
Q3 		$265K Hold
4,896
– – 0.08% 72
2023
Q2 		$295K Hold
4,896
– – 0.09% 66
2023
Q1 		$304K Sell
4,896
-13
-0.3% -$787 0.12% 66
2022
Q4 		$312K Sell
4,909
-19
-0.4% -$1.15K 0.13% 65
2022
Q3 		$276K Buy
4,928
+80
+2% +$4.97K 0.13% 68
2022
Q2 		$305K Buy
4,848
+10
+0.2% +$634 0.13% 69
2022
Q1 		$300K Buy
4,838
+4
+0.1% +$243 0.12% 73
2021
Q4 		$286K Sell
4,834
-90
-2% -$5.01K 0.12% 67
2021
Q3 		$258K Buy
4,924
+95
+2% +$5.3K 0.12% 68
2021
Q2 		$261K Buy
4,829
+424
+10% +$23.1K 0.12% 67
2021
Q1 		$232K Sell
4,405
-146
-3% -$7.35K 0.12% 66
2020
Q4 		$250K Buy
4,551
+9
+0.2% +$465 0.14% 55
2020
Q3 		$224K Hold
4,542
– – 0.15% 53
2020
Q2 		$203K Hold
4,542
– – 0.15% 45
2020
Q1 		$201K Buy
4,542
+522
+13% +$28.2K 0.18% 41
2019
Q4 		$223K Buy
+4,020
New +$216K 0.18% 42

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 Strategies Group's KO Position: Q1 2026 in Review

Financial Strategies Group increased its Coca-Cola (KO) stake by 2.1% in Q1 2026, buying an estimated $7.18K and bringing the position to 4,537 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #79.

Financial Strategies Group first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Financial Strategies Group held 4,537 shares of Coca-Cola worth $342K as of Q1 2026.
  • Financial Strategies Group bought 95 Coca-Cola shares in Q1 2026, an estimated $7.18K.
  • Coca-Cola made up 0.06% of Financial Strategies Group's portfolio in Q1 2026, its #79 holding.
  • Financial Strategies Group first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.