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Wayfinding Financial’s Coca-Cola KO Stock Holding History

Wayfinding Financial’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 		$621K Buy
8,111
+265
+3% +$20K 0.27% 63
2025
Q4 		$548K Sell
7,846
-244
-3% -$17K 0.23% 75
2025
Q3 		$540K Sell
8,090
-15
-0.2% -$1.03K 0.23% 72
2025
Q2 		$558K Sell
8,105
-483
-6% -$34.4K 0.25% 67
2025
Q1 		$619K Sell
8,588
-331
-4% -$22.1K 0.27% 66
2024
Q4 		$555K Buy
+8,919
New +$582K 0.3% 63
2024
Q3 		– Sell
-9,015
Closed -$578K – 81
2024
Q2 		$578K Sell
9,015
-1,032
-10% -$63.9K 0.33% 60
2024
Q1 		$631K Buy
10,047
+313
+3% +$18.8K 0.37% 58
2023
Q4 		$573K Buy
9,734
+175
+2% +$9.94K 0.39% 53
2023
Q3 		$530K Sell
9,559
-282
-3% -$16.9K 0.4% 51
2023
Q2 		$614K Buy
9,841
+560
+6% +$34.8K 0.43% 46
2023
Q1 		$579K Buy
9,281
+2,935
+46% +$178K 0.44% 46
2022
Q4 		$378K Buy
6,346
+159
+3% +$9.6K 0.3% 57
2022
Q3 		$349K Sell
6,187
-166
-3% -$10.3K 0.33% 50
2022
Q2 		$402K Buy
6,353
+11
+0.2% +$697 0.35% 49
2022
Q1 		$410K Sell
6,342
-4
-0.1% -$243 0.34% 50
2021
Q4 		$378K Buy
+6,346
New +$353K 0.3% 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

Wayfinding Financial's KO Position: Q1 2026 in Review

Wayfinding Financial increased its Coca-Cola (KO) stake by 3.4% in Q1 2026, buying an estimated $20K and bringing the position to 8,111 shares worth $621K. The position accounts for 0.27% of the portfolio, ranked #63.

Wayfinding Financial first reported a position in KO in Q4 2021 and has held it in 17 quarters since. The position peaked at $631K in Q1 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Wayfinding Financial held 8,111 shares of Coca-Cola worth $621K as of Q1 2026.
  • Wayfinding Financial bought 265 Coca-Cola shares in Q1 2026, an estimated $20K.
  • Coca-Cola made up 0.27% of Wayfinding Financial's portfolio in Q1 2026, its #63 holding.
  • Wayfinding Financial first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's Coca-Cola position peaked at $631K in Q1 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.