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

PAX 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 		$220K Buy
+2,708
New +$214K 0.03% 196
2024
Q4 		– Sell
-3,020
Closed -$217K – 237
2024
Q3 		$217K Buy
+3,020
New +$207K 0.04% 216

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

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

PAX Financial Group opened a new position in Coca-Cola (KO) in Q2 2026: 2,708 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: PAX Financial Group previously reported a position in KO as recently as Q3 2024.

PAX Financial Group first reported a position in KO in Q3 2024 and has held it in 2 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • PAX Financial Group held 2,708 shares of Coca-Cola worth $220K as of Q2 2026.
  • Coca-Cola was a new PAX Financial Group position in Q2 2026.
  • Coca-Cola made up 0.03% of PAX Financial Group's portfolio in Q2 2026, its #196 holding.
  • PAX Financial Group first reported a position in Coca-Cola in Q3 2024 and has held it in 2 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.