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USA Financial Formulas’s Coca-Cola KO Stock Holding History

USA Financial Formulas’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 		$12.5K Sell
165
-2,510
-94% -$190K ﹤0.01% 288
2025
Q4 		$187K Buy
+2,675
New +$186K 0.03% 140
2025
Q2 		– Sell
-3,659
Closed -$262K – 314
2025
Q1 		$262K Buy
+3,659
New +$244K 0.04% 114
2024
Q4 		– Sell
-18,737
Closed -$1.35M – 334
2024
Q3 		$1.35M Buy
+18,737
New +$1.28M 0.21% 39
2024
Q2 		– Sell
-4,047
Closed -$248K – 349
2024
Q1 		$248K Buy
+4,047
New +$243K 0.04% 166
2023
Q4 		– Sell
-24
Closed -$1.34K – 453
2023
Q3 		$1.34K Hold
24
– – ﹤0.01% 379
2023
Q2 		$1.45K Hold
24
– – ﹤0.01% 342
2023
Q1 		$1.49K Buy
+24
New +$1.45K ﹤0.01% 260
2022
Q3 		$18K Sell
324
-11,854
-97% -$737K 0.03% 98
2022
Q2 		$766K Buy
12,178
+12,099
+15,315% +$767K 0.96% 48
2022
Q1 		$5K Hold
79
– – 0.01% 181
2021
Q4 		$5K Sell
79
-16,308
-100% -$908K ﹤0.01% 219
2021
Q3 		$860K Buy
16,387
+16,336
+32,031% +$911K 0.77% 66
2021
Q2 		$3K Buy
+51
New +$2.77K ﹤0.01% 285
2020
Q1 		– Sell
-89,928
Closed -$4.98M – 275
2019
Q4 		$4.98M Buy
89,928
+25,436
+39% +$1.37M 2.07% 7
2019
Q3 		$3.51M Sell
64,492
-77,664
-55% -$4.16M 1.36% 12
2019
Q2 		$6.66M Buy
142,156
+23,387
+20% +$1.15M 3.34% 15
2019
Q1 		$5.57M Buy
+118,769
New +$5.55M 3.51% 14
2018
Q1 		– Sell
-53,044
Closed -$2.43M – 359
2017
Q4 		$2.43M Buy
+53,044
New +$2.44M 0.58% 75
2016
Q3 		– Sell
-309,871
Closed -$14M – 269
2016
Q2 		$14M Buy
+309,871
New +$14M 3.85% 4
2015
Q1 		– Sell
-208,906
Closed -$8.82M – 211
2014
Q4 		$8.82M Buy
+208,906
New +$8.92M 3.03% 6

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

USA Financial Formulas's KO Position: Q1 2026 in Review

USA Financial Formulas reduced its Coca-Cola (KO) stake by 94% in Q1 2026, selling an estimated $190K and leaving 165 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

USA Financial Formulas first reported a position in KO in Q4 2014 and has held it in 21 quarters since. The position peaked at $14M in Q2 2016. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • USA Financial Formulas held 165 shares of Coca-Cola worth $12.5K as of Q1 2026.
  • USA Financial Formulas sold 2,510 Coca-Cola shares in Q1 2026, an estimated $190K.
  • Coca-Cola made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #288 holding.
  • USA Financial Formulas first reported a position in Coca-Cola in Q4 2014 and has held it in 21 quarters since.
  • USA Financial Formulas's Coca-Cola position peaked at $14M in Q2 2016.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.