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Silver Oak Securities’s Coca-Cola KO Stock Holding History

Silver Oak Securities’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 		$1.02M Sell
13,395
-1,485
-10% -$112K 0.07% 256
2025
Q4 		$1.04M Buy
14,880
+412
+3% +$28.7K 0.07% 275
2025
Q3 		$960K Buy
14,468
+2,100
+17% +$145K 0.07% 270
2025
Q2 		$875K Buy
12,368
+1,542
+14% +$110K 0.07% 280
2025
Q1 		$762K Buy
10,826
+630
+6% +$42.1K 0.07% 289
2024
Q4 		$632K Sell
10,196
-2,154
-17% -$141K 0.06% 333
2024
Q3 		$864K Sell
12,350
-609
-5% -$41.7K 0.09% 231
2024
Q2 		$825K Sell
12,959
-182
-1% -$11.3K 0.12% 156
2024
Q1 		$804K Buy
13,141
+784
+6% +$47.1K 0.12% 169
2023
Q4 		$728K Buy
12,357
+2,590
+27% +$147K 0.1% 218
2023
Q3 		$547K Buy
9,767
+1,159
+13% +$69.5K 0.12% 156
2023
Q2 		$518K Buy
8,608
+917
+12% +$57K 0.08% 221
2023
Q1 		$477K Buy
7,691
+185
+2% +$11.2K 0.08% 199
2022
Q4 		$477K Sell
7,506
-2,261
-23% -$136K 0.09% 158
2022
Q3 		$547K Buy
9,767
+2,228
+30% +$138K 0.12% 156
2022
Q2 		$466K Buy
7,539
+1,238
+20% +$78.5K 0.1% 131
2022
Q1 		$402K Buy
+6,301
New +$383K 0.08% 186

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

Silver Oak Securities's KO Position: Q1 2026 in Review

Silver Oak Securities reduced its Coca-Cola (KO) stake by 10% in Q1 2026, selling an estimated $112K and leaving 13,395 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #256.

Silver Oak Securities first reported a position in KO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Silver Oak Securities held 13,395 shares of Coca-Cola worth $1.02M as of Q1 2026.
  • Silver Oak Securities sold 1,485 Coca-Cola shares in Q1 2026, an estimated $112K.
  • Coca-Cola made up 0.07% of Silver Oak Securities's portfolio in Q1 2026, its #256 holding.
  • Silver Oak Securities first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Coca-Cola position peaked at $1.04M in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.