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 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 $263B AUM 16.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Paragon Financial Partners's KO Position: Q1 2026 in Review

Paragon Financial Partners increased its Coca-Cola (KO) stake by 0.05% in Q1 2026, buying an estimated $151 and bringing the position to 3,943 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #66.

Paragon Financial Partners first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $374K in Q1 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Paragon Financial Partners held 3,943 shares of Coca-Cola worth $299K as of Q1 2026.
Paragon Financial Partners bought 2 Coca-Cola shares in Q1 2026, an estimated $151.
Coca-Cola made up 0.17% of Paragon Financial Partners's portfolio in Q1 2026, its #66 holding.
Paragon Financial Partners first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Paragon Financial Partners's Coca-Cola position peaked at $374K in Q1 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.