Paragon Financial Partners’s Coca-Cola KO Stock Holding History

Paragon Financial Partners’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	$350K	Buy	4,001 +58	+1%	+$4.58K	0.19%	65
2026 Q1	$299K	Buy	3,943 +2	+0.1%	+$151	0.17%	66
2025 Q4	$275K	Buy	3,941 +6	+0.2%	+$418	0.17%	65
2025 Q3	$261K	Buy	3,935 +2	+0.1%	+$138	0.16%	63
2025 Q2	$278K	Sell	3,933 -67	-2%	-$4.77K	0.19%	60
2025 Q1	$286K	Buy	4,000 +10	+0.3%	+$668	0.22%	59
2024 Q4	$248K	Sell	3,990 -217	-5%	-$14.2K	0.19%	65
2024 Q3	$302K	Hold	4,207	–	–	0.22%	67
2024 Q2	$268K	Hold	4,207	–	–	0.21%	71
2024 Q1	$257K	Hold	4,207	–	–	0.21%	73
2023 Q4	$248K	Sell	4,207 -20	-0.5%	-$1.14K	0.24%	72
2023 Q3	$237K	Sell	4,227 -200	-5%	-$12K	0.25%	71
2023 Q2	$267K	Sell	4,427 -200	-4%	-$12.4K	0.25%	69
2023 Q1	$287K	Buy	4,627 +20	+0.4%	+$1.21K	0.3%	60
2022 Q4	$293K	Hold	4,607	–	–	0.32%	56
2022 Q3	$258K	Sell	4,607 -400	-8%	-$24.9K	0.29%	62
2022 Q2	$315K	Sell	5,007 -1,031	-17%	-$65.4K	0.32%	57
2022 Q1	$374K	Hold	6,038	–	–	0.33%	60
2021 Q4	$358K	Buy	+6,038	New	+$336K	0.29%	62

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paragon Financial Partners's KO Position: Q2 2026 in Review

Paragon Financial Partners increased its Coca-Cola (KO) stake by 1.5% in Q2 2026, buying an estimated $4.58K and bringing the position to 4,001 shares worth $350K. The position accounts for 0.19% of the portfolio, ranked #65.

Paragon Financial Partners first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $374K in Q1 2022. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Paragon Financial Partners held 4,001 shares of Coca-Cola worth $350K as of Q2 2026.
Paragon Financial Partners bought 58 Coca-Cola shares in Q2 2026, an estimated $4.58K.
Coca-Cola made up 0.19% of Paragon Financial Partners's portfolio in Q2 2026, its #65 holding.
Paragon Financial Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
Paragon Financial Partners's Coca-Cola position peaked at $374K in Q1 2022.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.