Frisch Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $469K | Hold |
6,120
| – | – | 0.1% | 106 |
|
|
2025
Q4 | $428K | Sell |
6,120
-69
| -1% | -$4.81K | 0.1% | 102 |
|
|
2025
Q3 | $414K | Buy |
6,189
+23
| +0.4% | +$1.58K | 0.1% | 101 |
|
|
2025
Q2 | $439K | Buy |
6,166
+21
| +0.3% | +$1.5K | 0.11% | 92 |
|
|
2025
Q1 | $443K | Buy |
6,145
+150
| +3% | +$10K | 0.12% | 79 |
|
|
2024
Q4 | $373K | Sell |
5,995
-138
| -2% | -$9.01K | 0.11% | 85 |
|
|
2024
Q3 | $443K | Buy |
6,133
+625
| +11% | +$42.8K | 0.13% | 73 |
|
|
2024
Q2 | $351K | Buy |
5,508
+6
| +0.1% | +$371 | 0.11% | 90 |
|
|
2024
Q1 | $337K | Buy |
5,502
+56
| +1% | +$3.36K | 0.11% | 86 |
|
|
2023
Q4 | $321K | Buy |
5,446
+46
| +0.9% | +$2.61K | 0.12% | 87 |
|
|
2023
Q3 | $302K | Sell |
5,400
-269
| -5% | -$16.1K | 0.12% | 90 |
|
|
2023
Q2 | $341K | Sell |
5,669
-830
| -13% | -$51.6K | 0.16% | 80 |
|
|
2023
Q1 | $403K | Buy |
6,499
+182
| +3% | +$11K | 0.16% | 81 |
|
|
2022
Q4 | $402K | Sell |
6,317
-60
| -0.9% | -$3.62K | 0.15% | 84 |
|
|
2022
Q3 | $357K | Buy |
6,377
+88
| +1% | +$5.47K | 0.15% | 78 |
|
|
2022
Q2 | $396K | Buy |
6,289
+28
| +0.4% | +$1.77K | 0.15% | 76 |
|
|
2022
Q1 | $388K | Sell |
6,261
-51
| -0.8% | -$3.1K | 0.12% | 92 |
|
|
2021
Q4 | $374K | Sell |
6,312
-129
| -2% | -$7.18K | 0.12% | 101 |
|
|
2021
Q3 | $338K | Sell |
6,441
-349
| -5% | -$19.5K | 0.11% | 101 |
|
|
2021
Q2 | $367K | Buy |
6,790
+569
| +9% | +$31K | 0.12% | 95 |
|
|
2021
Q1 | $328K | Buy |
6,221
+1,731
| +39% | +$87.1K | 0.11% | 105 |
|
|
2020
Q4 | $246K | Sell |
4,490
-135
| -3% | -$6.98K | 0.09% | 107 |
|
|
2020
Q3 | $228K | Buy |
4,625
+42
| +0.9% | +$2.02K | 0.1% | 96 |
|
|
2020
Q2 | $205K | Buy |
+4,583
| New | +$211K | 0.1% | 92 |
|
|
2020
Q1 | – | Sell |
-4,420
| Closed | -$245K | – | 114 |
|
|
2019
Q4 | $245K | Buy |
4,420
+263
| +6% | +$14.1K | 0.12% | 100 |
|
|
2019
Q3 | $226K | Buy |
+4,157
| New | +$223K | 0.14% | 91 |
|
|
2019
Q1 | – | Sell |
-5,142
| Closed | -$243K | – | 109 |
|
|
2018
Q4 | $243K | Buy |
+5,142
| New | +$246K | 0.17% | 82 |
|
Other funds holding KO
VCM
VPM
Frisch Financial Group's KO Position: Q1 2026 in Review
Frisch Financial Group held its Coca-Cola (KO) position steady in Q1 2026 at 6,120 shares worth $469K. The position accounts for 0.1% of the portfolio, ranked #106.
Frisch Financial Group first reported a position in KO in Q4 2018 and has held it in 27 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Frisch Financial Group held 6,120 shares of Coca-Cola worth $469K as of Q1 2026.
- Frisch Financial Group left its Coca-Cola share count unchanged in Q1 2026.
- Coca-Cola made up 0.1% of Frisch Financial Group's portfolio in Q1 2026, its #106 holding.
- Frisch Financial Group first reported a position in Coca-Cola in Q4 2018 and has held it in 27 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.