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

Strategic 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 		$450K Buy
5,919
+145
+3% +$11K 0.02% 111
2025
Q4 		$456K Sell
5,774
-947
-14% -$66K 0.02% 102
2025
Q3 		$446K Buy
6,721
+149
+2% +$10.3K 0.02% 96
2025
Q2 		$465K Buy
6,572
+60
+0.9% +$4.27K 0.03% 96
2025
Q1 		$466K Sell
6,512
-337
-5% -$22.5K 0.03% 94
2024
Q4 		$426K Buy
6,849
+1,605
+31% +$105K 0.03% 97
2024
Q3 		$377K Hold
5,244
– – 0.02% 104
2024
Q2 		$334K Sell
5,244
-1,400
-21% -$86.7K 0.02% 103
2024
Q1 		$406K Sell
6,644
-480
-7% -$28.8K 0.03% 95
2023
Q4 		$420K Sell
7,124
-245
-3% -$13.9K 0.03% 93
2023
Q3 		$413K Sell
7,369
-1,250
-15% -$75K 0.03% 93
2023
Q2 		$526K Hold
8,619
– – 0.04% 85
2023
Q1 		$535K Hold
8,619
– – 0.04% 86
2022
Q4 		$548K Sell
8,619
-100
-1% -$6.04K 0.04% 80
2022
Q3 		$488K Hold
8,719
– – 0.04% 87
2022
Q2 		$548K Buy
8,719
+2,400
+38% +$152K 0.05% 88
2022
Q1 		$392K Buy
6,319
+1,200
+23% +$73K 0.03% 102
2021
Q4 		$303K Buy
5,119
+124
+2% +$6.91K 0.02% 114
2021
Q3 		$262K Buy
4,995
+1
+0% +$56 0.02% 115
2021
Q2 		$270K Buy
4,994
+101
+2% +$5.5K 0.02% 124
2021
Q1 		$258K Sell
4,893
-9
-0.2% -$453 0.02% 122
2020
Q4 		$269K Buy
4,902
+101
+2% +$5.22K 0.02% 121
2020
Q3 		$237K Sell
4,801
-942
-16% -$45.3K 0.02% 115
2020
Q2 		$257K Sell
5,743
-307
-5% -$14.1K 0.03% 116
2020
Q1 		$268K Sell
6,050
-246
-4% -$13.3K 0.04% 107
2019
Q4 		$348K Sell
6,296
-365
-5% -$19.6K 0.04% 115
2019
Q3 		$363K Sell
6,661
-100
-1% -$5.36K 0.05% 118
2019
Q2 		$344K Buy
6,761
+745
+12% +$36.5K 0.05% 116
2019
Q1 		$282K Buy
6,016
+366
+6% +$17.1K 0.04% 120
2018
Q4 		$268K Buy
+5,650
New +$270K 0.04% 121
2018
Q3 		– Sell
-8,377
Closed -$367K – 123
2018
Q2 		$367K Hold
8,377
– – 0.06% 107
2018
Q1 		$364K Buy
8,377
+800
+11% +$35.9K 0.06% 100
2017
Q4 		$348K Sell
7,577
-38
-0.5% -$1.75K 0.06% 106
2017
Q3 		$343K Buy
7,615
+288
+4% +$13.1K 0.06% 107
2017
Q2 		$329K Buy
+7,327
New +$324K 0.06% 106
2016
Q2 		– Sell
-76,210
Closed -$3.54M – 99
2016
Q1 		$3.54M Buy
76,210
+1,940
+3% +$84.4K 0.82% 38
2015
Q4 		$3.19M Buy
74,270
+1,585
+2% +$67.3K 0.84% 42
2015
Q3 		$2.92M Buy
72,685
+2,080
+3% +$83.3K 0.81% 47
2015
Q2 		$2.77M Sell
70,605
-1,525
-2% -$62K 0.78% 58
2015
Q1 		$2.92M Sell
72,130
-670
-0.9% -$28K 0.75% 62
2014
Q4 		$3.07M Buy
72,800
+340
+0.5% +$14.5K 0.84% 57
2014
Q3 		$3.09M Buy
72,460
+515
+0.7% +$21.3K 0.86% 52
2014
Q2 		$3.05M Buy
71,945
+230
+0.3% +$9.33K 0.84% 53
2014
Q1 		$2.77M Buy
71,715
+18,110
+34% +$700K 0.81% 58
2013
Q4 		$2.21M Sell
53,605
-1,093
-2% -$43.1K 0.7% 71
2013
Q3 		$2.07M Sell
54,698
-2,136
-4% -$84.4K 0.7% 71
2013
Q2 		$2.28M Buy
+56,834
New +$2.35M 0.81% 57

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

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

Strategic Financial Services increased its Coca-Cola (KO) stake by 2.5% in Q1 2026, buying an estimated $11K and bringing the position to 5,919 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #111.

Strategic Financial Services first reported a position in KO in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.54M in Q1 2016. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Strategic Financial Services held 5,919 shares of Coca-Cola worth $450K as of Q1 2026.
  • Strategic Financial Services bought 145 Coca-Cola shares in Q1 2026, an estimated $11K.
  • Coca-Cola made up 0.02% of Strategic Financial Services's portfolio in Q1 2026, its #111 holding.
  • Strategic Financial Services first reported a position in Coca-Cola in Q2 2013 and has held it in 47 quarters since.
  • Strategic Financial Services's Coca-Cola position peaked at $3.54M in Q1 2016.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.