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Sound Financial Strategies Group’s Coca-Cola KO Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-4,202
Closed -$294K – 120
2025
Q4 		$294K Buy
+4,202
New +$293K 0.21% 101
2025
Q3 		– Sell
-3,035
Closed -$215K – 110
2025
Q2 		$215K Sell
3,035
-7,545
-71% -$537K 0.18% 89
2025
Q1 		$758K Sell
10,580
-3,040
-22% -$203K 0.68% 44
2024
Q4 		$848K Buy
13,620
+1,811
+15% +$118K 0.71% 40
2024
Q3 		$849K Buy
11,809
+97
+0.8% +$6.64K 0.68% 24
2024
Q2 		$745K Buy
11,712
+2,252
+24% +$139K 0.65% 27
2024
Q1 		$579K Buy
9,460
+3
+0% +$180 0.48% 45
2023
Q4 		$557K Sell
9,457
-4,577
-33% -$260K 0.47% 46
2023
Q3 		$786K Sell
14,034
-843
-6% -$50.6K 0.65% 44
2023
Q2 		$896K Sell
14,877
-1,735
-10% -$108K 0.65% 43
2023
Q1 		$1.03M Sell
16,612
-878
-5% -$53.2K 0.69% 32
2022
Q4 		$1.11M Buy
+17,490
New +$1.06M 0.81% 18
2022
Q3 		– Sell
-17,958
Closed -$1.13M – 44
2022
Q2 		$1.13M Sell
17,958
-8,161
-31% -$517K 0.89% 10
2022
Q1 		$1.62M Buy
+26,119
New +$1.59M 0.89% 24
2020
Q4 		– Sell
-9,326
Closed -$460K – 99
2020
Q3 		$460K Sell
9,326
-144
-2% -$6.92K 0.29% 41
2020
Q2 		$423K Sell
9,470
-1
-0% -$46 0.27% 47
2020
Q1 		$419K Sell
9,471
-13,452
-59% -$727K 0.29% 43
2019
Q4 		$1.27M Buy
+22,923
New +$1.23M 0.8% 45

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

Sound Financial Strategies Group's KO Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 4,202 shares — an estimated $294K sold.

Sound Financial Strategies Group first reported a position in KO in Q4 2019 and held it in 18 quarters. The position peaked at $1.62M in Q1 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sound Financial Strategies Group reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 4,202 Coca-Cola shares in Q1 2026, an estimated $294K.
  • Sound Financial Strategies Group first reported a position in Coca-Cola in Q4 2019 and held it in 18 quarters.
  • Sound Financial Strategies Group's Coca-Cola position peaked at $1.62M in Q1 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.