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

Greenberg Financial 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
2025
Q4 		$507K Buy
+7,247
New +$505K 0.21% 60
2025
Q2 		$217K Sell
2,669
-4,578
-63% -$326K 0.08% 107
2025
Q1 		$551K Buy
+7,247
New +$484K 0.23% 55

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Greenberg Financial Group's KO Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Coca-Cola (KO) in Q4 2025: 7,247 shares worth $507K. The stake represents 0.21% of the portfolio and ranks #60 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in KO as recently as Q2 2025.

Greenberg Financial Group first reported a position in KO in Q1 2025 and has held it in 3 quarters since. The position peaked at $551K in Q1 2025. 3,470 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Greenberg Financial Group held 7,247 shares of Coca-Cola worth $507K as of Q4 2025.
  • Coca-Cola was a new Greenberg Financial Group position in Q4 2025.
  • Coca-Cola made up 0.21% of Greenberg Financial Group's portfolio in Q4 2025, its #60 holding.
  • Greenberg Financial Group first reported a position in Coca-Cola in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Coca-Cola position peaked at $551K in Q1 2025.
  • 3,470 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.