Larson Financial Group’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 | $3.71M | Buy |
48,750
+2,798
| +6% | +$212K | 0.12% | 152 |
|
|
2025
Q4 | $3.21M | Buy |
45,952
+7,282
| +19% | +$508K | 0.11% | 168 |
|
|
2025
Q3 | $2.56M | Sell |
38,670
-2,512
| -6% | -$173K | 0.09% | 194 |
|
|
2025
Q2 | $2.91M | Buy |
41,182
+4,445
| +12% | +$317K | 0.12% | 168 |
|
|
2025
Q1 | $2.63M | Sell |
36,737
-386
| -1% | -$25.8K | 0.12% | 154 |
|
|
2024
Q4 | $2.31M | Buy |
37,123
+4,661
| +14% | +$304K | 0.12% | 152 |
|
|
2024
Q3 | $2.33M | Buy |
32,462
+8,837
| +37% | +$605K | 0.13% | 144 |
|
|
2024
Q2 | $1.5M | Buy |
23,625
+12,629
| +115% | +$782K | 0.1% | 162 |
|
|
2024
Q1 | $673K | Sell |
10,996
-1,355
| -11% | -$81.4K | 0.05% | 200 |
|
|
2023
Q4 | $728K | Buy |
12,351
+8,719
| +240% | +$495K | 0.06% | 181 |
|
|
2023
Q3 | $203K | Sell |
3,632
-3,198
| -47% | -$192K | 0.02% | 320 |
|
|
2023
Q2 | $411K | Buy |
6,830
+538
| +9% | +$33.5K | 0.04% | 217 |
|
|
2023
Q1 | $390K | Buy |
6,292
+328
| +5% | +$19.9K | 0.04% | 232 |
|
|
2022
Q4 | $379K | Buy |
5,964
+120
| +2% | +$7.24K | 0.05% | 225 |
|
|
2022
Q3 | $327K | Buy |
5,844
+4,770
| +444% | +$296K | 0.05% | 213 |
|
|
2022
Q2 | $68K | Sell |
1,074
-133
| -11% | -$8.43K | 0.01% | 309 |
|
|
2022
Q1 | $75K | Buy |
1,207
+92
| +8% | +$5.59K | 0.01% | 312 |
|
|
2021
Q4 | $66K | Buy |
1,115
+367
| +49% | +$20.4K | 0.01% | 332 |
|
|
2021
Q3 | $39K | Buy |
748
+202
| +37% | +$11.3K | 0.01% | 342 |
|
|
2021
Q2 | $30K | Sell |
546
-904
| -62% | -$49.2K | 0.01% | 368 |
|
|
2021
Q1 | $76K | Buy |
1,450
+100
| +7% | +$5.03K | 0.02% | 198 |
|
|
2020
Q4 | $74K | Buy |
1,350
+17
| +1% | +$879 | 0.03% | 165 |
|
|
2020
Q3 | $66K | Sell |
1,333
-264
| -17% | -$12.7K | 0.03% | 165 |
|
|
2020
Q2 | $71K | Buy |
1,597
+225
| +16% | +$10.4K | 0.03% | 161 |
|
|
2020
Q1 | $61K | Buy |
1,372
+178
| +15% | +$9.61K | 0.04% | 145 |
|
|
2019
Q4 | $66K | Buy |
1,194
+102
| +9% | +$5.48K | 0.04% | 130 |
|
|
2019
Q3 | $59K | Sell |
1,092
-476
| -30% | -$25.5K | 0.04% | 136 |
|
|
2019
Q2 | $80K | Sell |
1,568
-235
| -13% | -$11.5K | 0.06% | 93 |
|
|
2019
Q1 | $84K | Buy |
1,803
+236
| +15% | +$11K | 0.07% | 88 |
|
|
2018
Q4 | $74K | Buy |
+1,567
| New | +$75K | 0.07% | 89 |
|
|
2018
Q1 | – | Sell |
-4,477
| Closed | -$205K | – | 59 |
|
|
2017
Q4 | $205K | Buy |
+4,477
| New | +$206K | 0.17% | 68 |
|
Other funds holding KO
VCM
VPM
Larson Financial Group's KO Position: Q1 2026 in Review
Larson Financial Group increased its Coca-Cola (KO) stake by 6.1% in Q1 2026, buying an estimated $212K and bringing the position to 48,750 shares worth $3.71M. The position accounts for 0.12% of the portfolio, ranked #152.
Larson Financial Group first reported a position in KO in Q4 2017 and has held it in 31 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Larson Financial Group held 48,750 shares of Coca-Cola worth $3.71M as of Q1 2026.
- Larson Financial Group bought 2,798 Coca-Cola shares in Q1 2026, an estimated $212K.
- Coca-Cola made up 0.12% of Larson Financial Group's portfolio in Q1 2026, its #152 holding.
- Larson Financial Group first reported a position in Coca-Cola in Q4 2017 and has held it in 31 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.