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Godfrey Financial Associates’s Coca-Cola KO Stock Holding History

Godfrey Financial Associates’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 		$64.9K Sell
799
-108
-12% -$8.53K 0.05% 213
2026
Q1 		$69K Hold
907
– – 0.06% 193
2025
Q4 		$63.4K Buy
+907
New +$63.2K 0.06% 195

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Vanguard Capital Management
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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

Godfrey Financial Associates's KO Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Coca-Cola (KO) stake by 12% in Q2 2026, selling an estimated $8.53K and leaving 799 shares worth $64.9K. The position accounts for 0.05% of the portfolio, ranked #213.

Godfrey Financial Associates first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $69K in Q1 2026. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Godfrey Financial Associates held 799 shares of Coca-Cola worth $64.9K as of Q2 2026.
  • Godfrey Financial Associates sold 108 Coca-Cola shares in Q2 2026, an estimated $8.53K.
  • Coca-Cola made up 0.05% of Godfrey Financial Associates's portfolio in Q2 2026, its #213 holding.
  • Godfrey Financial Associates first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Coca-Cola position peaked at $69K in Q1 2026.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.