SFP
KO icon

Shepherd Financial Partners’s Coca-Cola KO Stock Holding History

Shepherd Financial Partners’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 		$4.14M Sell
54,494
-553
-1% -$41.8K 0.39% 50
2025
Q4 		$3.85M Buy
55,047
+4
+0% +$279 0.36% 57
2025
Q3 		$3.65M Buy
55,043
+319
+0.6% +$22K 0.35% 59
2025
Q2 		$3.87M Sell
54,724
-178
-0.3% -$12.7K 0.41% 49
2025
Q1 		$3.93M Buy
54,902
+119
+0.2% +$7.95K 0.46% 45
2024
Q4 		$3.41M Buy
54,783
+22
+0% +$1.44K 0.41% 40
2024
Q3 		$3.94M Buy
54,761
+804
+1% +$55.1K 0.47% 35
2024
Q2 		$3.43M Buy
53,957
+280
+0.5% +$17.3K 0.44% 38
2024
Q1 		$3.28M Buy
53,677
+466
+0.9% +$28K 0.43% 40
2023
Q4 		$3.14M Sell
53,211
-4,344
-8% -$247K 0.45% 38
2023
Q3 		$3.22M Buy
57,555
+2,757
+5% +$165K 0.51% 34
2023
Q2 		$3.3M Buy
54,798
+1,407
+3% +$87.5K 0.51% 33
2023
Q1 		$3.31M Sell
53,391
-32
-0.1% -$1.94K 0.55% 33
2022
Q4 		$3.4M Buy
53,423
+7,637
+17% +$461K 0.62% 31
2022
Q3 		$2.56M Buy
45,786
+1,079
+2% +$67.1K 0.5% 37
2022
Q2 		$2.81M Buy
44,707
+1,590
+4% +$101K 0.55% 32
2022
Q1 		$2.67M Buy
43,117
+1,909
+5% +$116K 0.48% 39
2021
Q4 		$2.44M Buy
41,208
+1,010
+3% +$56.2K 0.42% 46
2021
Q3 		$2.11M Buy
40,198
+505
+1% +$28.1K 0.41% 48
2021
Q2 		$2.15M Buy
39,693
+3,498
+10% +$190K 0.41% 46
2021
Q1 		$1.91M Buy
36,195
+2,472
+7% +$124K 0.42% 49
2020
Q4 		$1.85M Buy
33,723
+2,889
+9% +$149K 0.42% 50
2020
Q3 		$1.52M Buy
30,834
+361
+1% +$17.4K 0.36% 59
2020
Q2 		$1.36M Buy
30,473
+1,072
+4% +$49.4K 0.37% 50
2020
Q1 		$1.3M Buy
+29,401
New +$1.59M 0.45% 40

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

Shepherd Financial Partners's KO Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Coca-Cola (KO) stake by 1% in Q1 2026, selling an estimated $41.8K and leaving 54,494 shares worth $4.14M. The position accounts for 0.39% of the portfolio, ranked #50.

Shepherd Financial Partners first reported a position in KO in Q1 2020 and has held it in 25 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Shepherd Financial Partners held 54,494 shares of Coca-Cola worth $4.14M as of Q1 2026.
  • Shepherd Financial Partners sold 553 Coca-Cola shares in Q1 2026, an estimated $41.8K.
  • Coca-Cola made up 0.39% of Shepherd Financial Partners's portfolio in Q1 2026, its #50 holding.
  • Shepherd Financial Partners first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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