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Journey Advisory Group’s Coca-Cola KO Stock Holding History

Journey Advisory 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
2026
Q1 		$692K Sell
9,101
-670
-7% -$50.7K 0.06% 164
2025
Q4 		$683K Buy
9,771
+473
+5% +$33K 0.06% 175
2025
Q3 		$617K Sell
9,298
-254
-3% -$17.5K 0.05% 175
2025
Q2 		$676K Sell
9,552
-116
-1% -$8.26K 0.05% 186
2025
Q1 		$692K Sell
9,668
-184
-2% -$12.3K 0.06% 176
2024
Q4 		$627K Hold
9,852
– – 0.08% 135
2024
Q3 		$627K Hold
9,852
– – 0.08% 135
2024
Q2 		$627K Sell
9,852
-437
-4% -$27.1K 0.07% 135
2024
Q1 		$629K Sell
10,289
-348
-3% -$20.9K 0.08% 142
2023
Q4 		$627K Sell
10,637
-3,893
-27% -$221K 0.09% 132
2023
Q3 		$813K Sell
14,530
-1,470
-9% -$88.2K 0.12% 119
2023
Q2 		$964K Buy
16,000
+5
+0% +$311 0.14% 115
2023
Q1 		$992K Buy
15,995
+28
+0.2% +$1.7K 0.16% 115
2022
Q4 		$1.02M Buy
15,967
+1,875
+13% +$113K 0.25% 90
2022
Q3 		$789K Buy
14,092
+1,041
+8% +$64.7K 0.2% 101
2022
Q2 		$842K Buy
13,051
+4,222
+48% +$268K 0.19% 107
2022
Q1 		$547K Buy
8,829
+3,413
+63% +$208K 0.14% 128
2021
Q4 		$321K Buy
5,416
+124
+2% +$6.91K 0.09% 172
2021
Q3 		$278K Sell
5,292
-2,467
-32% -$138K 0.09% 169
2021
Q2 		$420K Sell
7,759
-191
-2% -$10.4K 0.13% 128
2021
Q1 		$419K Buy
7,950
+200
+3% +$10.1K 0.15% 125
2020
Q4 		$425K Buy
+7,750
New +$401K 0.16% 112

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

Journey Advisory Group's KO Position: Q1 2026 in Review

Journey Advisory Group reduced its Coca-Cola (KO) stake by 6.9% in Q1 2026, selling an estimated $50.7K and leaving 9,101 shares worth $692K. The position accounts for 0.06% of the portfolio, ranked #164.

Journey Advisory Group first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.02M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Journey Advisory Group held 9,101 shares of Coca-Cola worth $692K as of Q1 2026.
  • Journey Advisory Group sold 670 Coca-Cola shares in Q1 2026, an estimated $50.7K.
  • Coca-Cola made up 0.06% of Journey Advisory Group's portfolio in Q1 2026, its #164 holding.
  • Journey Advisory Group first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's Coca-Cola position peaked at $1.02M in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.