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Personal CFO Solutions’s Coca-Cola KO Stock Holding History

Personal CFO Solutions’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 		$2.2M Buy
26,859
+1,357
+5% +$107K 0.32% 51
2026
Q1 		$1.95M Buy
25,502
+323
+1% +$24.4K 0.27% 63
2025
Q4 		$1.76M Buy
25,179
+2,177
+9% +$152K 0.28% 59
2025
Q3 		$1.53M Buy
23,002
+849
+4% +$58.4K 0.27% 67
2025
Q2 		$1.57M Buy
22,153
+299
+1% +$21.3K 0.29% 65
2025
Q1 		$1.57M Buy
21,854
+1,733
+9% +$116K 0.32% 62
2024
Q4 		$1.25M Buy
20,121
+477
+2% +$31.1K 0.25% 80
2024
Q3 		$1.41M Sell
19,644
-236
-1% -$16.2K 0.2% 92
2024
Q2 		$1.27M Buy
19,880
+677
+4% +$41.9K 0.19% 98
2024
Q1 		$1.17M Buy
19,203
+406
+2% +$24.4K 0.18% 108
2023
Q4 		$1.11M Sell
18,797
-124
-0.7% -$7.04K 0.19% 101
2023
Q3 		$1.06M Buy
18,921
+934
+5% +$56K 0.21% 96
2023
Q2 		$1.08M Buy
17,987
+453
+3% +$28.2K 0.22% 90
2023
Q1 		$1.09M Buy
17,534
+397
+2% +$24K 0.22% 84
2022
Q4 		$1.09M Buy
17,137
+937
+6% +$56.6K 0.23% 80
2022
Q3 		$907K Buy
16,200
+245
+2% +$15.2K 0.23% 81
2022
Q2 		$1M Sell
15,955
-2,419
-13% -$153K 0.24% 74
2022
Q1 		$1.14M Buy
18,374
+234
+1% +$14.2K 0.22% 92
2021
Q4 		$1.07M Sell
18,140
-59
-0.3% -$3.29K 0.2% 107
2021
Q3 		$955K Buy
18,199
+1,276
+8% +$71.1K 0.2% 109
2021
Q2 		$916K Buy
16,923
+945
+6% +$51.4K 0.19% 110
2021
Q1 		$842K Sell
15,978
-92
-0.6% -$4.63K 0.18% 105
2020
Q4 		$881K Buy
16,070
+1,790
+13% +$92.6K 0.22% 99
2020
Q3 		$1M Buy
14,280
+2,308
+19% +$111K 0.33% 93
2020
Q2 		$535K Buy
11,972
+5,449
+84% +$251K 0.16% 123
2020
Q1 		$289K Buy
6,523
+2,645
+68% +$143K 0.1% 178
2019
Q4 		$215K Sell
3,878
-93
-2% -$5K 0.06% 304
2019
Q3 		$216K Buy
+3,971
New +$213K 0.09% 256

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

Personal CFO Solutions's KO Position: Q2 2026 in Review

Personal CFO Solutions increased its Coca-Cola (KO) stake by 5.3% in Q2 2026, buying an estimated $107K and bringing the position to 26,859 shares worth $2.2M. The position accounts for 0.32% of the portfolio, ranked #51.

Personal CFO Solutions first reported a position in KO in Q3 2019 and has held it in 28 quarters since. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Personal CFO Solutions held 26,859 shares of Coca-Cola worth $2.2M as of Q2 2026.
  • Personal CFO Solutions bought 1,357 Coca-Cola shares in Q2 2026, an estimated $107K.
  • Coca-Cola made up 0.32% of Personal CFO Solutions's portfolio in Q2 2026, its #51 holding.
  • Personal CFO Solutions first reported a position in Coca-Cola in Q3 2019 and has held it in 28 quarters since.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.