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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
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 $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

Swisher Financial Concepts's KO Position: Q1 2026 in Review

Swisher Financial Concepts increased its Coca-Cola (KO) stake by 3.1% in Q1 2026, buying an estimated $8.47K and bringing the position to 3,692 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #77.

Swisher Financial Concepts first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Swisher Financial Concepts held 3,692 shares of Coca-Cola worth $281K as of Q1 2026.
  • Swisher Financial Concepts bought 112 Coca-Cola shares in Q1 2026, an estimated $8.47K.
  • Coca-Cola made up 0.16% of Swisher Financial Concepts's portfolio in Q1 2026, its #77 holding.
  • Swisher Financial Concepts first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.