Oldfather Financial Services’s Coca-Cola KO Stock Holding History

Oldfather Financial Services’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
2025 Q4	$228K	Buy	+3,255	New	+$227K	0.07%	93
2022 Q3	–	Sell	-3,683	Closed	-$232K	–	62
2022 Q2	$232K	Buy	3,683 +13	+0.4%	+$824	0.13%	57
2022 Q1	$243K	Sell	3,670 -19	-0.5%	-$1.16K	0.13%	58
2021 Q4	$225K	Buy	3,689 +45	+1%	+$2.51K	0.12%	59
2021 Q3	$206K	Buy	3,644 +14	+0.4%	+$780	0.11%	62
2021 Q2	$206K	Sell	3,630 -326	-8%	-$17.7K	0.11%	57
2021 Q1	$210K	Buy	+3,956	New	+$199K	0.12%	61
2020 Q4	–	Sell	-4,120	Closed	-$207K	–	62
2020 Q3	$207K	Buy	+4,120	New	+$198K	0.15%	59
2020 Q1	–	Sell	-3,734	Closed	-$213K	–	60
2019 Q4	$213K	Buy	+3,734	New	+$201K	0.2%	54

Other funds holding KO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Oldfather Financial Services's KO Position: Q4 2025 in Review

Oldfather Financial Services opened a new position in Coca-Cola (KO) in Q4 2025: 3,255 shares worth $228K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings. This is a return to the name: Oldfather Financial Services previously reported a position in KO as recently as Q2 2022.

Oldfather Financial Services first reported a position in KO in Q4 2019 and has held it in 9 quarters since. The position peaked at $243K in Q1 2022. 3,467 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Oldfather Financial Services held 3,255 shares of Coca-Cola worth $228K as of Q4 2025.
Coca-Cola was a new Oldfather Financial Services position in Q4 2025.
Coca-Cola made up 0.07% of Oldfather Financial Services's portfolio in Q4 2025, its #93 holding.
Oldfather Financial Services first reported a position in Coca-Cola in Q4 2019 and has held it in 9 quarters since.
Oldfather Financial Services's Coca-Cola position peaked at $243K in Q1 2022.
3,467 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.