KF
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KKM Financial’s Coca-Cola KO Stock Holding History

KKM Financial’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 		$358K Sell
4,411
-760
-15% -$60K 0.05% 140
2026
Q1 		$362K Hold
5,171
– – 0.06% 140
2025
Q4 		$362K Sell
5,171
-1,200
-19% -$83.7K 0.06% 140
2025
Q3 		$423K Sell
6,371
-4
-0.1% -$275 0.13% 104
2025
Q2 		$451K Hold
6,375
– – 0.16% 105
2025
Q1 		$457K Sell
6,375
-214
-3% -$14.3K 0.19% 100
2024
Q4 		$410K Hold
6,589
– – 0.17% 109
2024
Q3 		$473K Hold
6,589
– – 0.23% 87
2024
Q2 		$419K Hold
6,589
– – 0.2% 100
2024
Q1 		$403K Hold
6,589
– – 0.2% 105
2023
Q4 		$388K Buy
+6,589
New +$374K 0.24% 89

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

KKM Financial's KO Position: Q2 2026 in Review

KKM Financial reduced its Coca-Cola (KO) stake by 15% in Q2 2026, selling an estimated $60K and leaving 4,411 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #140.

KKM Financial first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $473K in Q3 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • KKM Financial held 4,411 shares of Coca-Cola worth $358K as of Q2 2026.
  • KKM Financial sold 760 Coca-Cola shares in Q2 2026, an estimated $60K.
  • Coca-Cola made up 0.05% of KKM Financial's portfolio in Q2 2026, its #140 holding.
  • KKM Financial first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • KKM Financial's Coca-Cola position peaked at $473K in Q3 2024.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.