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Kohmann Bosshard Financial Services’s Coca-Cola KO Stock Holding History

Kohmann Bosshard 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
Q2 		$232K Sell
2,859
-70
-2% -$5.53K 0.02% 207
2026
Q1 		$223K Hold
2,929
– – 0.02% 190
2025
Q4 		$205K Sell
2,929
-389
-12% -$27.1K 0.02% 284
2025
Q3 		$220K Buy
3,318
+230
+7% +$15.8K 0.02% 206
2025
Q2 		$218K Hold
3,088
– – 0.02% 180
2025
Q1 		$221K Hold
3,088
– – 0.03% 202
2024
Q4 		$192K Hold
3,088
– – 0.02% 188
2024
Q3 		$222K Buy
+3,088
New +$211K 0.03% 185
2024
Q2 		– Sell
-3,405
Closed -$208K – 198
2024
Q1 		$208K Buy
+3,405
New +$205K 0.03% 187

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 $3.37T AUM 44.26% 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

Kohmann Bosshard Financial Services's KO Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Coca-Cola (KO) stake by 2.4% in Q2 2026, selling an estimated $5.53K and leaving 2,859 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #207.

Kohmann Bosshard Financial Services first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,626 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kohmann Bosshard Financial Services held 2,859 shares of Coca-Cola worth $232K as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 70 Coca-Cola shares in Q2 2026, an estimated $5.53K.
  • Coca-Cola made up 0.02% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #207 holding.
  • Kohmann Bosshard Financial Services first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,626 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.