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Johnson Financial Group LLC (Colorado)’s Coca-Cola KO Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$930K Buy
11,448
+1,034
+10% +$81.7K 0.05% 95
2026
Q1 		$792K Buy
10,414
+2,933
+39% +$222K 0.05% 66
2025
Q4 		$523K Buy
+7,481
New +$522K 0.03% 70
2025
Q2 		– Sell
-3,660
Closed -$262K – 94
2025
Q1 		$262K Buy
+3,660
New +$244K 0.03% 82
2017
Q1 		– Sell
-8,006
Closed -$332K – 85
2016
Q4 		$332K Buy
+8,006
New +$333K 0.27% 53

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Johnson Financial Group LLC (Colorado)'s KO Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Coca-Cola (KO) stake by 9.9% in Q2 2026, buying an estimated $81.7K and bringing the position to 11,448 shares worth $930K. The position accounts for 0.05% of the portfolio, ranked #95.

Johnson Financial Group LLC (Colorado) first reported a position in KO in Q4 2016 and has held it in 5 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 11,448 shares of Coca-Cola worth $930K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 1,034 Coca-Cola shares in Q2 2026, an estimated $81.7K.
  • Coca-Cola made up 0.05% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #95 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Coca-Cola in Q4 2016 and has held it in 5 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.