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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
Q2 		$1.24M Hold
15,246
– – 0.06% 91
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oxford Financial Group's KO Position: Q2 2026 in Review

Oxford Financial Group held its Coca-Cola (KO) position steady in Q2 2026 at 15,246 shares worth $1.24M. 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 26 quarters since. The position peaked at $1.42M in Q4 2022. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Oxford Financial Group held 15,246 shares of Coca-Cola worth $1.24M as of Q2 2026.
  • Oxford Financial Group left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.06% of Oxford Financial Group's portfolio in Q2 2026, its #91 holding.
  • Oxford Financial Group first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Coca-Cola position peaked at $1.42M in Q4 2022.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.