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Phoenix Financial’s Coca-Cola KO Stock Holding History

Phoenix 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 		$2.04M Sell
26,809
-32,133
-55% -$2.43M 0.02% 175
2025
Q4 		$3.21M Sell
58,942
-3,351
-5% -$234K 0.03% 152
2025
Q3 		$3.22M Buy
62,293
+16,567
+36% +$1.14M 0.04% 159
2025
Q2 		$3.24M Buy
45,726
+5,461
+14% +$389K 0.04% 156
2025
Q1 		$2.9M Sell
40,265
-567
-1% -$37.9K 0.04% 159
2024
Q4 		$2.54M Sell
40,832
-6,230
-13% -$407K 0.03% 177
2024
Q3 		$3.39M Buy
47,062
+30,808
+190% +$2.11M 0.05% 161
2024
Q2 		$1.04M Buy
16,254
+8,644
+114% +$535K 0.02% 214
2024
Q1 		$464K Sell
7,610
-657
-8% -$39.5K 0.01% 274
2023
Q4 		$547K Buy
+8,267
New +$470K 0.01% 238
2020
Q4 		– Sell
-23,387
Closed -$1.08M – 397
2020
Q3 		$1.08M Sell
23,387
-7,222
-24% -$347K 0.05% 189
2020
Q2 		$1.29M Buy
30,609
+11,739
+62% +$541K 0.05% 189
2020
Q1 		$818K Buy
+18,870
New +$1.02M 0.04% 222

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's KO Position: Q1 2026 in Review

Phoenix Financial reduced its Coca-Cola (KO) stake by 55% in Q1 2026, selling an estimated $2.43M and leaving 26,809 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #175.

Phoenix Financial first reported a position in KO in Q1 2020 and has held it in 13 quarters since. The position peaked at $3.39M in Q3 2024. 3,562 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Phoenix Financial held 26,809 shares of Coca-Cola worth $2.04M as of Q1 2026.
  • Phoenix Financial sold 32,133 Coca-Cola shares in Q1 2026, an estimated $2.43M.
  • Coca-Cola made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #175 holding.
  • Phoenix Financial first reported a position in Coca-Cola in Q1 2020 and has held it in 13 quarters since.
  • Phoenix Financial's Coca-Cola position peaked at $3.39M in Q3 2024.
  • 3,562 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.