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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
Q2 		$381K Buy
4,686
+564
+14% +$44.5K 0.03% 153
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 $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 $3.38T AUM 44.17% 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

Phillips Financial Management's KO Position: Q2 2026 in Review

Phillips Financial Management increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $44.5K and bringing the position to 4,686 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #153.

Phillips Financial Management first reported a position in KO in Q4 2022 and has held it in 11 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Phillips Financial Management held 4,686 shares of Coca-Cola worth $381K as of Q2 2026.
  • Phillips Financial Management bought 564 Coca-Cola shares in Q2 2026, an estimated $44.5K.
  • Coca-Cola made up 0.03% of Phillips Financial Management's portfolio in Q2 2026, its #153 holding.
  • Phillips Financial Management first reported a position in Coca-Cola in Q4 2022 and has held it in 11 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.