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Rossby Financial’s Coca-Cola KO Stock Holding History

Rossby 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 		$743K Buy
9,763
+2,746
+39% +$208K 0.15% 128
2025
Q4 		$491K Sell
7,017
-3,402
-33% -$237K 0.15% 123
2025
Q3 		$696K Buy
10,419
+282
+3% +$19.4K 0.23% 80
2025
Q2 		$717K Buy
10,137
+39
+0.4% +$2.78K 0.26% 72
2025
Q1 		$726K Buy
10,098
+3,391
+51% +$226K 0.31% 61
2024
Q4 		$418K Buy
+6,707
New +$438K 0.26% 100

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

Rossby Financial's KO Position: Q1 2026 in Review

Rossby Financial increased its Coca-Cola (KO) stake by 39% in Q1 2026, buying an estimated $208K and bringing the position to 9,763 shares worth $743K. The position accounts for 0.15% of the portfolio, ranked #128.

Rossby Financial first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Rossby Financial held 9,763 shares of Coca-Cola worth $743K as of Q1 2026.
  • Rossby Financial bought 2,746 Coca-Cola shares in Q1 2026, an estimated $208K.
  • Coca-Cola made up 0.15% of Rossby Financial's portfolio in Q1 2026, its #128 holding.
  • Rossby Financial first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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