Menard Financial Group’s Coca-Cola KO Stock Holding History

Menard Financial Group’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	$217K	Buy	+2,854	New	+$216K	0.15%	79
2025 Q3	–	Sell	-2,854	Closed	-$202K	–	91
2025 Q2	$202K	Hold	2,854	–	–	0.12%	93
2025 Q1	$205K	Sell	2,854 -800	-22%	-$53.4K	0.13%	96
2024 Q4	$227K	Sell	3,654 -65	-2%	-$4.24K	0.14%	102
2024 Q3	$267K	Hold	3,719	–	–	0.18%	101
2024 Q2	$237K	Hold	3,719	–	–	0.17%	101
2024 Q1	$228K	Hold	3,719	–	–	0.19%	99
2023 Q4	$219K	Hold	3,719	–	–	0.27%	66
2023 Q3	$208K	Sell	3,719 -24	-0.6%	-$1.44K	0.3%	66
2023 Q2	$225K	Hold	3,743	–	–	0.46%	58
2023 Q1	$232K	Hold	3,743	–	–	0.54%	53
2022 Q4	$238K	Hold	3,743	–	–	0.57%	55
2022 Q3	$210K	Hold	3,743	–	–	0.38%	82
2022 Q2	$235K	Hold	3,743	–	–	0.38%	74
2022 Q1	$232K	Hold	3,743	–	–	0.23%	119
2021 Q4	$222K	Sell	3,743 -149	-4%	-$8.3K	0.18%	136
2021 Q3	$204K	Sell	3,892 -56	-1%	-$3.12K	0.18%	156
2021 Q2	$214K	Sell	3,948 -3,198	-45%	-$174K	0.2%	147
2021 Q1	$377K	Sell	7,146 -315	-4%	-$15.9K	0.41%	69
2020 Q4	$409K	Sell	7,461 -860	-10%	-$44.5K	0.44%	66
2020 Q3	$411K	Sell	8,321 -26	-0.3%	-$1.25K	0.48%	51
2020 Q2	$373K	Buy	+8,347	New	+$384K	0.47%	50
2020 Q1	–	Sell	-16,345	Closed	-$905K	–	76
2019 Q4	$905K	Buy	+16,345	New	+$879K	0.87%	35

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Menard Financial Group's KO Position: Q1 2026 in Review

Menard Financial Group opened a new position in Coca-Cola (KO) in Q1 2026: 2,854 shares worth $217K. The stake represents 0.15% of the portfolio and ranks #79 among its holdings. This is a return to the name: Menard Financial Group previously reported a position in KO as recently as Q2 2025.

Menard Financial Group first reported a position in KO in Q4 2019 and has held it in 23 quarters since. The position peaked at $905K in Q4 2019. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Menard Financial Group held 2,854 shares of Coca-Cola worth $217K as of Q1 2026.
Coca-Cola was a new Menard Financial Group position in Q1 2026.
Coca-Cola made up 0.15% of Menard Financial Group's portfolio in Q1 2026, its #79 holding.
Menard Financial Group first reported a position in Coca-Cola in Q4 2019 and has held it in 23 quarters since.
Menard Financial Group's Coca-Cola position peaked at $905K in Q4 2019.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.