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Prosperitas Financial’s Coca-Cola KO Stock Holding History

Prosperitas 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 		$292K Buy
3,846
+456
+13% +$34.5K 0.11% 70
2025
Q4 		$237K Buy
3,390
+88
+3% +$6.13K 0.09% 70
2025
Q3 		$219K Buy
3,302
+154
+5% +$10.6K 0.09% 67
2025
Q2 		$223K Buy
+3,148
New +$224K 0.1% 57

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

Prosperitas Financial's KO Position: Q1 2026 in Review

Prosperitas Financial increased its Coca-Cola (KO) stake by 13% in Q1 2026, buying an estimated $34.5K and bringing the position to 3,846 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #70.

Prosperitas Financial first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,564 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Prosperitas Financial held 3,846 shares of Coca-Cola worth $292K as of Q1 2026.
  • Prosperitas Financial bought 456 Coca-Cola shares in Q1 2026, an estimated $34.5K.
  • Coca-Cola made up 0.11% of Prosperitas Financial's portfolio in Q1 2026, its #70 holding.
  • Prosperitas Financial first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,564 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.