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

Oxford 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 		$1.16M Buy
15,246
+2,129
+16% +$161K 0.06% 91
2025
Q4 		$917K Buy
13,117
+298
+2% +$20.8K 0.05% 97
2025
Q3 		$850K Buy
12,819
+541
+4% +$37.2K 0.05% 102
2025
Q2 		$869K Sell
12,278
-1,731
-12% -$123K 0.05% 93
2025
Q1 		$1M Sell
14,009
-37
-0.3% -$2.47K 0.07% 83
2024
Q4 		$875K Sell
14,046
-392
-3% -$25.6K 0.06% 102
2024
Q3 		$1.04M Sell
14,438
-1,435
-9% -$98.3K 0.07% 89
2024
Q2 		$1.01M Buy
15,873
+1,194
+8% +$73.9K 0.07% 92
2024
Q1 		$898K Sell
14,679
-3,225
-18% -$194K 0.06% 88
2023
Q4 		$1.06M Buy
17,904
+4,022
+29% +$228K 0.08% 80
2023
Q3 		$777K Sell
13,882
-3,844
-22% -$231K 0.07% 95
2023
Q2 		$1.07M Buy
17,726
+108
+0.6% +$6.72K 0.1% 71
2023
Q1 		$1.09M Sell
17,618
-4,776
-21% -$289K 0.12% 62
2022
Q4 		$1.42M Buy
22,394
+1,662
+8% +$100K 0.17% 54
2022
Q3 		$1.16M Sell
20,732
-978
-5% -$60.8K 0.17% 59
2022
Q2 		$1.37M Buy
21,710
+314
+1% +$19.9K 0.2% 52
2022
Q1 		$1.33M Buy
21,396
+674
+3% +$41K 0.17% 57
2021
Q4 		$1.23M Sell
20,722
-479
-2% -$26.7K 0.14% 67
2021
Q3 		$1.11M Buy
21,201
+10,003
+89% +$558K 0.14% 67
2021
Q2 		$606K Sell
11,198
-251
-2% -$13.7K 0.08% 99
2021
Q1 		$603K Sell
11,449
-230
-2% -$11.6K 0.08% 97
2020
Q4 		$640K Buy
11,679
+230
+2% +$11.9K 0.09% 90
2020
Q3 		$565K Buy
11,449
+163
+1% +$7.84K 0.09% 88
2020
Q2 		$504K Sell
11,286
-219
-2% -$10.1K 0.09% 93
2020
Q1 		$509K Buy
+11,505
New +$621K 0.1% 84

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

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

Oxford Financial Group increased its Coca-Cola (KO) stake by 16% in Q1 2026, buying an estimated $161K and bringing the position to 15,246 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #91.

Oxford Financial Group first reported a position in KO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.42M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Oxford Financial Group held 15,246 shares of Coca-Cola worth $1.16M as of Q1 2026.
  • Oxford Financial Group bought 2,129 Coca-Cola shares in Q1 2026, an estimated $161K.
  • Coca-Cola made up 0.06% of Oxford Financial Group's portfolio in Q1 2026, its #91 holding.
  • Oxford Financial Group first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Coca-Cola position peaked at $1.42M in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.