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Stiles Financial Services’s Coca-Cola KO Stock Holding History

Stiles Financial Services’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 		$1.45M Sell
19,105
-108
-0.6% -$8.16K 0.44% 63
2025
Q4 		$1.34M Sell
19,213
-3,317
-15% -$231K 0.41% 69
2025
Q3 		$1.49M Sell
22,530
-43
-0.2% -$2.96K 0.47% 65
2025
Q2 		$1.6M Sell
22,573
-1,715
-7% -$122K 0.55% 63
2025
Q1 		$1.74M Sell
24,288
-40
-0.2% -$2.67K 0.67% 54
2024
Q4 		$1.51M Sell
24,328
-1,370
-5% -$89.4K 0.55% 59
2024
Q3 		$1.85M Buy
25,698
+228
+0.9% +$15.6K 0.65% 53
2024
Q2 		$1.62M Sell
25,470
-658
-3% -$40.7K 0.62% 51
2024
Q1 		$1.6M Buy
26,128
+1,082
+4% +$65K 0.64% 51
2023
Q4 		$1.48M Sell
25,046
-35
-0.1% -$1.99K 0.67% 48
2023
Q3 		$1.4M Sell
25,081
-149
-0.6% -$8.94K 0.73% 46
2023
Q2 		$1.52M Buy
25,230
+83
+0.3% +$5.16K 0.75% 42
2023
Q1 		$1.56M Sell
25,147
-261
-1% -$15.8K 0.84% 35
2022
Q4 		$1.62M Buy
25,408
+165
+0.7% +$9.96K 0.92% 31
2022
Q3 		$1.41M Sell
25,243
-20
-0.1% -$1.24K 0.86% 36
2022
Q2 		$1.59M Buy
25,263
+467
+2% +$29.6K 0.96% 27
2022
Q1 		$1.54M Buy
24,796
+2,131
+9% +$130K 0.77% 38
2021
Q4 		$1.34M Buy
+22,665
New +$1.26M 0.65% 44

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

Stiles Financial Services's KO Position: Q1 2026 in Review

Stiles Financial Services reduced its Coca-Cola (KO) stake by 0.56% in Q1 2026, selling an estimated $8.16K and leaving 19,105 shares worth $1.45M. The position accounts for 0.44% of the portfolio, ranked #63.

Stiles Financial Services first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.85M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Stiles Financial Services held 19,105 shares of Coca-Cola worth $1.45M as of Q1 2026.
  • Stiles Financial Services sold 108 Coca-Cola shares in Q1 2026, an estimated $8.16K.
  • Coca-Cola made up 0.44% of Stiles Financial Services's portfolio in Q1 2026, its #63 holding.
  • Stiles Financial Services first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Coca-Cola position peaked at $1.85M in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.