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Park Square Financial Group’s Coca-Cola KO Stock Holding History

Park Square 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 		$12.2K Sell
160
-131
-45% -$9.9K 0.09% 68
2025
Q4 		$18.1K Sell
291
-145
-33% -$10.1K 0.11% 96
2025
Q3 		$28.9K Sell
436
-3,918
-90% -$270K 0.12% 61
2025
Q2 		$308K Sell
4,354
-92
-2% -$6.55K 0.22% 73
2025
Q1 		$318K Buy
4,446
+120
+3% +$8.01K 0.25% 54
2024
Q4 		$269K Buy
+4,326
New +$282K 0.19% 69

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

Park Square Financial Group's KO Position: Q1 2026 in Review

Park Square Financial Group reduced its Coca-Cola (KO) stake by 45% in Q1 2026, selling an estimated $9.9K and leaving 160 shares worth $12.2K. The position accounts for 0.09% of the portfolio, ranked #68.

Park Square Financial Group first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $318K in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Park Square Financial Group held 160 shares of Coca-Cola worth $12.2K as of Q1 2026.
  • Park Square Financial Group sold 131 Coca-Cola shares in Q1 2026, an estimated $9.9K.
  • Coca-Cola made up 0.09% of Park Square Financial Group's portfolio in Q1 2026, its #68 holding.
  • Park Square Financial Group first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Coca-Cola position peaked at $318K in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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