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

OneAscent 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
2026
Q1 		$1.1M Buy
14,400
+6,232
+76% +$471K 0.06% 199
2025
Q4 		$571K Buy
8,168
+641
+9% +$44.7K 0.05% 232
2025
Q3 		$499K Sell
7,527
-7,173
-49% -$494K 0.06% 235
2025
Q2 		$1.05M Sell
14,700
-15,456
-51% -$1.1M 0.07% 169
2025
Q1 		$2.16M Buy
30,156
+17,971
+147% +$1.2M 0.14% 102
2024
Q4 		$759K Sell
12,185
-93
-0.8% -$6.07K 0.06% 193
2024
Q3 		$888K Buy
+12,278
New +$841K 0.64% 35
2024
Q2 		– Sell
-9,749
Closed -$601K – 314
2024
Q1 		$601K Sell
9,749
-205
-2% -$12.3K 0.07% 177
2023
Q4 		$587K Buy
9,954
+5,639
+131% +$320K 0.07% 171
2023
Q3 		$244K Buy
+4,315
New +$259K 0.06% 217
2023
Q2 		– Sell
-3,550
Closed -$222K – 174
2023
Q1 		$222K Buy
+3,550
New +$215K 0.09% 151
2020
Q4 		– Sell
-7,904
Closed -$390K – 156
2020
Q3 		$390K Buy
7,904
+3,112
+65% +$150K 0.2% 103
2020
Q2 		$214K Sell
4,792
-348
-7% -$16K 0.14% 155
2020
Q1 		$227K Buy
5,140
+32
+0.6% +$1.73K 0.17% 121
2019
Q4 		$283K Buy
+5,108
New +$275K 0.16% 118
2019
Q3 		– Sell
-5,325
Closed -$271K – 104
2019
Q2 		$271K Buy
+5,325
New +$261K 0.19% 131

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

OneAscent Financial Services's KO Position: Q1 2026 in Review

OneAscent Financial Services increased its Coca-Cola (KO) stake by 76% in Q1 2026, buying an estimated $471K and bringing the position to 14,400 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #199.

OneAscent Financial Services first reported a position in KO in Q2 2019 and has held it in 16 quarters since. The position peaked at $2.16M in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • OneAscent Financial Services held 14,400 shares of Coca-Cola worth $1.1M as of Q1 2026.
  • OneAscent Financial Services bought 6,232 Coca-Cola shares in Q1 2026, an estimated $471K.
  • Coca-Cola made up 0.06% of OneAscent Financial Services's portfolio in Q1 2026, its #199 holding.
  • OneAscent Financial Services first reported a position in Coca-Cola in Q2 2019 and has held it in 16 quarters since.
  • OneAscent Financial Services's Coca-Cola position peaked at $2.16M in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.