OAJ
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Ogorek Anthony Joseph’s Coca-Cola KO Stock Holding History

Ogorek Anthony Joseph’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 		$28K Hold
378
– – 0.01% 231
2025
Q4 		$26K Sell
378
-51
-12% -$3.56K 0.01% 239
2025
Q3 		$28K Sell
429
-216
-33% -$14.9K 0.01% 229
2025
Q2 		$45K Buy
645
+29
+5% +$2.07K 0.01% 170
2025
Q1 		$44K Buy
616
+424
+221% +$28.3K 0.01% 166
2024
Q4 		$11K Buy
192
+65
+51% +$4.24K ﹤0.01% 215
2024
Q3 		$9K Hold
127
– – ﹤0.01% 213
2024
Q2 		$8K Sell
127
-86
-40% -$5.32K ﹤0.01% 216
2024
Q1 		$13K Hold
213
– – ﹤0.01% 191
2023
Q4 		$12K Sell
213
-22,218
-99% -$1.26M ﹤0.01% 200
2023
Q3 		$1.25M Sell
22,431
-180
-0.8% -$10.8K 0.5% 43
2023
Q2 		$1.36M Sell
22,611
-16,068
-42% -$1,000K 0.52% 39
2023
Q1 		$2.4M Sell
38,679
-9,508
-20% -$576K 0.98% 30
2022
Q4 		$3.06M Buy
48,187
+124
+0.3% +$7.49K 1.33% 24
2022
Q3 		$2.69M Buy
48,063
+1,168
+2% +$72.6K 1.28% 19
2022
Q2 		$2.95M Buy
46,895
+32,819
+233% +$2.08M 1.36% 19
2022
Q1 		$872K Buy
14,076
+12,205
+652% +$742K 0.36% 36
2021
Q4 		$110K Buy
1,871
+15
+0.8% +$835 0.05% 61
2021
Q3 		$97K Buy
1,856
+49
+3% +$2.73K 0.04% 64
2021
Q2 		$97K Buy
+1,807
New +$98.3K 0.04% 63

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

Ogorek Anthony Joseph's KO Position: Q1 2026 in Review

Ogorek Anthony Joseph held its Coca-Cola (KO) position steady in Q1 2026 at 378 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #231.

Ogorek Anthony Joseph first reported a position in KO in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.06M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Ogorek Anthony Joseph held 378 shares of Coca-Cola worth $28K as of Q1 2026.
  • Ogorek Anthony Joseph left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #231 holding.
  • Ogorek Anthony Joseph first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
  • Ogorek Anthony Joseph's Coca-Cola position peaked at $3.06M in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.