Petix & Botte Financial’s Coca-Cola KO Stock Holding History

Petix & Botte Financial’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	$565K	Buy	+3,715	New	+$281K	0.13%	81

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

Petix & Botte Financial's KO Position: Q1 2026 in Review

Petix & Botte Financial opened a new position in Coca-Cola (KO) in Q1 2026: 3,715 shares worth $565K. The stake represents 0.13% of the portfolio and ranks #81 among its holdings.

3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Petix & Botte Financial held 3,715 shares of Coca-Cola worth $565K as of Q1 2026.
Coca-Cola was a new Petix & Botte Financial position in Q1 2026.
Coca-Cola made up 0.13% of Petix & Botte Financial's portfolio in Q1 2026, its #81 holding.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.