KOC
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Koss-Olinger Consulting’s Coca-Cola KO Stock Holding History

Koss-Olinger Consulting’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 		$323K Sell
4,244
-2,880
-40% -$218K 0.03% 197
2025
Q4 		$498K Sell
7,124
-1,048
-13% -$73.1K 0.04% 168
2025
Q3 		$578K Sell
8,172
-703
-8% -$48.4K 0.05% 178
2025
Q2 		$628K Sell
8,875
-353
-4% -$25.1K 0.05% 172
2025
Q1 		$661K Buy
+9,228
New +$616K 0.06% 149
2024
Q4 		– Sell
-8,242
Closed -$592K – 245
2024
Q3 		$592K Buy
8,242
+2,669
+48% +$183K 0.05% 135
2024
Q2 		$355K Buy
+5,573
New +$345K 0.03% 188
2024
Q1 		– Sell
-8,723
Closed -$514K – 190
2023
Q4 		$514K Sell
8,723
-1,661
-16% -$94.3K 0.05% 149
2023
Q3 		$581K Buy
10,384
+95
+0.9% +$5.7K 0.09% 120
2023
Q2 		$620K Sell
10,289
-107
-1% -$6.66K 0.07% 121
2023
Q1 		$645K Buy
10,396
+566
+6% +$34.3K 0.08% 115
2022
Q4 		$625K Sell
9,830
-8,469
-46% -$511K 0.09% 107
2022
Q3 		$1.02M Buy
18,299
+323
+2% +$20.1K 0.17% 47
2022
Q2 		$1.13M Sell
17,976
-3,513
-16% -$223K 0.21% 43
2022
Q1 		$1.33M Sell
21,489
-3,525
-14% -$214K 0.21% 41
2021
Q4 		$1.48M Buy
25,014
+1,409
+6% +$78.5K 0.23% 35
2021
Q3 		$1.24M Sell
23,605
-5,672
-19% -$316K 0.2% 44
2021
Q2 		$1.58M Buy
29,277
+2,381
+9% +$130K 0.24% 46
2021
Q1 		$1.42M Buy
+26,896
New +$1.35M 0.24% 45

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

Koss-Olinger Consulting's KO Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Coca-Cola (KO) stake by 40% in Q1 2026, selling an estimated $218K and leaving 4,244 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #197.

Koss-Olinger Consulting first reported a position in KO in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q2 2021. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Koss-Olinger Consulting held 4,244 shares of Coca-Cola worth $323K as of Q1 2026.
  • Koss-Olinger Consulting sold 2,880 Coca-Cola shares in Q1 2026, an estimated $218K.
  • Coca-Cola made up 0.03% of Koss-Olinger Consulting's portfolio in Q1 2026, its #197 holding.
  • Koss-Olinger Consulting first reported a position in Coca-Cola in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's Coca-Cola position peaked at $1.58M in Q2 2021.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.