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Keynote Financial Services’s Coca-Cola KO Stock Holding History

Keynote Financial Services’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 		$1.04M Sell
13,635
-830
-6% -$62.7K 0.55% 56
2025
Q4 		$1.01M Sell
14,465
-170
-1% -$11.9K 0.57% 56
2025
Q3 		$971K Hold
14,635
– – 0.59% 52
2025
Q2 		$1.04M Sell
14,635
-118
-0.8% -$8.41K 0.7% 46
2025
Q1 		$1.06M Sell
14,753
-20
-0.1% -$1.34K 0.75% 38
2024
Q4 		$920K Sell
14,773
-175
-1% -$11.4K 0.71% 42
2024
Q3 		$1.07M Hold
14,948
– – 0.82% 37
2024
Q2 		$951K Sell
14,948
-1,100
-7% -$68.1K 0.8% 39
2024
Q1 		$982K Buy
+16,048
New +$964K 0.82% 37

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

Keynote Financial Services's KO Position: Q1 2026 in Review

Keynote Financial Services reduced its Coca-Cola (KO) stake by 5.7% in Q1 2026, selling an estimated $62.7K and leaving 13,635 shares worth $1.04M. The position accounts for 0.55% of the portfolio, ranked #56.

Keynote Financial Services first reported a position in KO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Keynote Financial Services held 13,635 shares of Coca-Cola worth $1.04M as of Q1 2026.
  • Keynote Financial Services sold 830 Coca-Cola shares in Q1 2026, an estimated $62.7K.
  • Coca-Cola made up 0.55% of Keynote Financial Services's portfolio in Q1 2026, its #56 holding.
  • Keynote Financial Services first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • Keynote Financial Services's Coca-Cola position peaked at $1.07M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.