Keystone Financial Group (Kentucky)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.6M | Sell |
34,056
-73
| -0.2% | -$5.52K | 0.18% | 100 |
|
|
2025
Q4 | $2.39M | Sell |
34,129
-1,481
| -4% | -$103K | 0.18% | 95 |
|
|
2025
Q3 | $2.38M | Buy |
35,610
+1,532
| +4% | +$105K | 0.18% | 88 |
|
|
2025
Q2 | $2.41M | Buy |
34,078
+1,093
| +3% | +$77.9K | 0.22% | 83 |
|
|
2025
Q1 | $2.36M | Buy |
32,985
+2,691
| +9% | +$180K | 0.24% | 84 |
|
|
2024
Q4 | $1.89M | Buy |
30,294
+134
| +0.4% | +$8.75K | 0.19% | 95 |
|
|
2024
Q3 | $2.17M | Buy |
30,160
+1,170
| +4% | +$80.1K | 0.28% | 68 |
|
|
2024
Q2 | $1.85M | Sell |
28,990
-89
| -0.3% | -$5.51K | 0.66% | 29 |
|
|
2024
Q1 | $1.78M | Buy |
29,079
+3,599
| +14% | +$216K | 0.26% | 74 |
|
|
2023
Q4 | $1.5M | Buy |
25,480
+659
| +3% | +$37.4K | 0.26% | 72 |
|
|
2023
Q3 | $1.39M | Buy |
24,821
+1,047
| +4% | +$62.8K | 0.23% | 77 |
|
|
2023
Q2 | $1.43M | Buy |
+23,774
| New | +$1.48M | 0.24% | 78 |
|
|
2022
Q4 | $1.54M | Buy |
24,163
+401
| +2% | +$24.2K | 0.3% | 71 |
|
|
2022
Q3 | $1.33M | Sell |
23,762
-1,324
| -5% | -$82.3K | 0.27% | 79 |
|
|
2022
Q2 | $1.58M | Sell |
25,086
-185
| -0.7% | -$11.7K | 0.31% | 73 |
|
|
2022
Q1 | $1.57M | Buy |
25,271
+567
| +2% | +$34.5K | 0.27% | 78 |
|
|
2021
Q4 | $1.46M | Sell |
24,704
-26
| -0.1% | -$1.45K | 0.24% | 85 |
|
|
2021
Q3 | $1.3M | Sell |
24,730
-25
| -0.1% | -$1.39K | 0.23% | 85 |
|
|
2021
Q2 | $1.34M | Buy |
24,755
+1,386
| +6% | +$75.4K | 0.24% | 86 |
|
|
2021
Q1 | $1.23M | Buy |
23,369
+313
| +1% | +$15.8K | 0.24% | 85 |
|
|
2020
Q4 | $1.26M | Buy |
23,056
+115
| +0.5% | +$5.95K | 0.26% | 80 |
|
|
2020
Q3 | $1.13M | Sell |
22,941
-331
| -1% | -$15.9K | 0.28% | 81 |
|
|
2020
Q2 | $1.04M | Buy |
23,272
+490
| +2% | +$22.6K | 0.28% | 85 |
|
|
2020
Q1 | $1.01M | Buy |
22,782
+1,505
| +7% | +$81.3K | 0.33% | 73 |
|
|
2019
Q4 | $1.18M | Sell |
21,277
-76
| -0.4% | -$4.09K | 0.32% | 76 |
|
|
2019
Q3 | $1.16M | Buy |
21,353
+8
| +0% | +$428 | 0.36% | 70 |
|
|
2019
Q2 | $1.09M | Sell |
21,345
-540
| -2% | -$26.5K | 0.35% | 70 |
|
|
2019
Q1 | $1.03M | Buy |
21,885
+1,175
| +6% | +$55K | 0.36% | 73 |
|
|
2018
Q4 | $981K | Sell |
20,710
-1,500
| -7% | -$71.8K | 0.44% | 67 |
|
|
2018
Q3 | $1.03M | Buy |
22,210
+13,243
| +148% | +$605K | 0.42% | 72 |
|
|
2018
Q2 | $392K | Buy |
8,967
+667
| +8% | +$28.8K | 0.22% | 102 |
|
|
2018
Q1 | $354K | Buy |
8,300
+157
| +2% | +$7.05K | 0.2% | 101 |
|
|
2017
Q4 | $375K | Buy |
+8,143
| New | +$374K | 0.23% | 79 |
|
Other funds holding KO
VCM
VPM
Keystone Financial Group (Kentucky)'s KO Position: Q1 2026 in Review
Keystone Financial Group (Kentucky) reduced its Coca-Cola (KO) stake by 0.21% in Q1 2026, selling an estimated $5.52K and leaving 34,056 shares worth $2.6M. The position accounts for 0.18% of the portfolio, ranked #100.
Keystone Financial Group (Kentucky) first reported a position in KO in Q4 2017 and has held it in 33 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Keystone Financial Group (Kentucky) held 34,056 shares of Coca-Cola worth $2.6M as of Q1 2026.
- Keystone Financial Group (Kentucky) sold 73 Coca-Cola shares in Q1 2026, an estimated $5.52K.
- Coca-Cola made up 0.18% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #100 holding.
- Keystone Financial Group (Kentucky) first reported a position in Coca-Cola in Q4 2017 and has held it in 33 quarters since.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.