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

Northeast 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 		$283K Sell
3,726
-127
-3% -$9.6K 0.07% 70
2025
Q4 		$269K Hold
3,853
– – 0.06% 81
2025
Q3 		$256K Buy
3,853
+125
+3% +$8.6K 0.06% 75
2025
Q2 		$264K Buy
3,728
+886
+31% +$63.1K 0.08% 81
2025
Q1 		$204K Sell
2,842
-447
-14% -$29.9K 0.07% 87
2024
Q4 		$205K Hold
3,289
– – 0.08% 86
2024
Q3 		$236K Hold
3,289
– – 0.09% 77
2024
Q2 		$209K Hold
3,289
– – 0.09% 68
2024
Q1 		$201K Buy
+3,289
New +$198K 0.09% 72
2023
Q3 		– Sell
-3,492
Closed -$210K – 65
2023
Q2 		$210K Buy
3,492
+153
+5% +$9.52K 0.13% 63
2023
Q1 		$205K Hold
3,339
– – 0.15% 53
2022
Q4 		$212K Buy
+3,339
New +$202K 0.17% 52
2022
Q3 		– Sell
-3,332
Closed -$210K – 34
2022
Q2 		$210K Sell
3,332
-979
-23% -$62.1K 0.18% 31
2022
Q1 		$267K Buy
4,311
+95
+2% +$5.78K 0.19% 35
2021
Q4 		$250K Sell
4,216
-8
-0.2% -$445 0.15% 42
2021
Q3 		$222K Buy
4,224
+3
+0.1% +$167 0.14% 41
2021
Q2 		$228K Sell
4,221
-177
-4% -$9.63K 0.15% 43
2021
Q1 		$232K Hold
4,398
– – 0.15% 41
2020
Q4 		$241K Buy
+4,398
New +$227K 0.18% 36

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

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

Northeast Financial Group reduced its Coca-Cola (KO) stake by 3.3% in Q1 2026, selling an estimated $9.6K and leaving 3,726 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #70.

Northeast Financial Group first reported a position in KO in Q4 2020 and has held it in 19 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Northeast Financial Group held 3,726 shares of Coca-Cola worth $283K as of Q1 2026.
  • Northeast Financial Group sold 127 Coca-Cola shares in Q1 2026, an estimated $9.6K.
  • Coca-Cola made up 0.07% of Northeast Financial Group's portfolio in Q1 2026, its #70 holding.
  • Northeast Financial Group first reported a position in Coca-Cola in Q4 2020 and has held it in 19 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.