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Phillips Financial Management’s Coca-Cola KO Stock Holding History

Phillips Financial Management’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 		$313K Sell
4,122
-884
-18% -$66.8K 0.02% 160
2025
Q4 		$350K Buy
5,006
+544
+12% +$37.9K 0.02% 159
2025
Q3 		$296K Buy
4,462
+273
+7% +$18.8K 0.02% 174
2025
Q2 		$296K Buy
4,189
+96
+2% +$6.84K 0.02% 162
2025
Q1 		$293K Buy
4,093
+256
+7% +$17.1K 0.02% 159
2024
Q4 		$239K Buy
3,837
+83
+2% +$5.42K 0.02% 162
2024
Q3 		$270K Sell
3,754
-85
-2% -$5.82K 0.02% 158
2024
Q2 		$244K Buy
3,839
+384
+11% +$23.8K 0.02% 163
2024
Q1 		$211K Buy
+3,455
New +$208K 0.02% 174
2023
Q1 		– Sell
-3,363
Closed -$214K – 240
2022
Q4 		$214K Buy
+3,363
New +$203K 0.02% 145

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

Phillips Financial Management's KO Position: Q1 2026 in Review

Phillips Financial Management reduced its Coca-Cola (KO) stake by 18% in Q1 2026, selling an estimated $66.8K and leaving 4,122 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #160.

Phillips Financial Management first reported a position in KO in Q4 2022 and has held it in 10 quarters since. The position peaked at $350K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Phillips Financial Management held 4,122 shares of Coca-Cola worth $313K as of Q1 2026.
  • Phillips Financial Management sold 884 Coca-Cola shares in Q1 2026, an estimated $66.8K.
  • Coca-Cola made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #160 holding.
  • Phillips Financial Management first reported a position in Coca-Cola in Q4 2022 and has held it in 10 quarters since.
  • Phillips Financial Management's Coca-Cola position peaked at $350K in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.