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Stonebridge Financial Group (Pennsylvania)’s Coca-Cola KO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		$5.52M Buy
67,922
+2,318
+4% +$183K 0.42% 64
2026
Q1 		$4.99M Buy
65,604
+1,888
+3% +$143K 0.41% 65
2025
Q4 		$4.45M Buy
63,716
+2,166
+4% +$151K 0.38% 74
2025
Q3 		$4.08M Buy
61,550
+1,014
+2% +$69.8K 0.36% 78
2025
Q2 		$4.28M Buy
60,536
+6
+0% +$427 0.42% 67
2025
Q1 		$4.34M Buy
60,530
+5,223
+9% +$349K 0.46% 56
2024
Q4 		$3.44M Buy
+55,307
New +$3.61M 0.38% 72

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s KO Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Coca-Cola (KO) stake by 3.5% in Q2 2026, buying an estimated $183K and bringing the position to 67,922 shares worth $5.52M. The position accounts for 0.42% of the portfolio, ranked #64.

Stonebridge Financial Group (Pennsylvania) first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,170 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 67,922 shares of Coca-Cola worth $5.52M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 2,318 Coca-Cola shares in Q2 2026, an estimated $183K.
  • Coca-Cola made up 0.42% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #64 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,170 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.