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Swisher Financial Concepts’s Coca-Cola KO Stock Holding History

Swisher Financial Concepts’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 		$54.5K Sell
671
-3,021
-82% -$239K 0.03% 101
2026
Q1 		$281K Buy
3,692
+112
+3% +$8.47K 0.16% 77
2025
Q4 		$250K Buy
3,580
+28
+0.8% +$1.95K 0.14% 79
2025
Q3 		$236K Buy
3,552
+13
+0.4% +$895 0.14% 81
2025
Q2 		$250K Buy
3,539
+13
+0.4% +$926 0.16% 81
2025
Q1 		$253K Sell
3,526
-166
-4% -$11.1K 0.21% 66
2024
Q4 		$230K Sell
3,692
-206
-5% -$13.4K 0.27% 56
2024
Q3 		$274K Buy
3,898
+12
+0.3% +$822 0.17% 74
2024
Q2 		$245K Sell
3,886
-136
-3% -$8.42K 0.25% 65
2024
Q1 		$238K Sell
4,022
-56
-1% -$3.36K 0.21% 73
2023
Q4 		$244K Buy
+4,078
New +$232K 0.23% 66

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swisher Financial Concepts's KO Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Coca-Cola (KO) stake by 82% in Q2 2026, selling an estimated $239K and leaving 671 shares worth $54.5K. The position accounts for 0.03% of the portfolio, ranked #101.

Swisher Financial Concepts first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $281K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Swisher Financial Concepts held 671 shares of Coca-Cola worth $54.5K as of Q2 2026.
  • Swisher Financial Concepts sold 3,021 Coca-Cola shares in Q2 2026, an estimated $239K.
  • Coca-Cola made up 0.03% of Swisher Financial Concepts's portfolio in Q2 2026, its #101 holding.
  • Swisher Financial Concepts first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's Coca-Cola position peaked at $281K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.