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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
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 $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

Johnson Financial Group LLC (Colorado)'s KO Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Coca-Cola (KO) stake by 39% in Q1 2026, buying an estimated $222K and bringing the position to 10,414 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #66.

Johnson Financial Group LLC (Colorado) first reported a position in KO in Q4 2016 and has held it in 4 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 10,414 shares of Coca-Cola worth $792K as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) bought 2,933 Coca-Cola shares in Q1 2026, an estimated $222K.
  • Coca-Cola made up 0.05% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #66 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Coca-Cola in Q4 2016 and has held it in 4 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.