Ross\Johnson & Associates’s Coca-Cola KO Stock Holding History

Ross\Johnson & Associates’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	$608	Sell	8 -10	-56%	-$756	0.01%	96
2025 Q4	$1.26K	Buy	18 +10	+125%	+$697	0.02%	85
2025 Q3	$531	Hold	8	–	–	0.01%	100
2025 Q2	$566	Sell	8 -103	-93%	-$7.34K	0.01%	94
2025 Q1	$7.95K	Buy	111 +8	+8%	+$534	0.14%	64
2024 Q4	$6.41K	Buy	+103	New	+$6.72K	0.15%	36

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

Ross\Johnson & Associates's KO Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Coca-Cola (KO) stake by 56% in Q1 2026, selling an estimated $756 and leaving 8 shares worth $608. The position accounts for 0.01% of the portfolio, ranked #96.

Ross\Johnson & Associates first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.95K in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Ross\Johnson & Associates held 8 shares of Coca-Cola worth $608 as of Q1 2026.
Ross\Johnson & Associates sold 10 Coca-Cola shares in Q1 2026, an estimated $756.
Coca-Cola made up 0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #96 holding.
Ross\Johnson & Associates first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
Ross\Johnson & Associates's Coca-Cola position peaked at $7.95K in Q1 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.