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

Widmann 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
Q2 		$2.37M Sell
29,177
-469
-2% -$37K 1.27% 21
2026
Q1 		$2.25M Buy
29,646
+135
+0.5% +$10.2K 1.34% 20
2025
Q4 		$2.06M Buy
29,511
+887
+3% +$61.8K 1.26% 22
2025
Q3 		$1.9M Buy
28,624
+129
+0.5% +$8.88K 1.19% 25
2025
Q2 		$2.02M Buy
28,495
+440
+2% +$31.3K 1.41% 20
2025
Q1 		$2.01M Buy
28,055
+539
+2% +$36K 1.56% 19
2024
Q4 		$1.71M Buy
27,516
+597
+2% +$39K 1.33% 21
2024
Q3 		$1.93M Sell
26,919
-247
-0.9% -$16.9K 1.46% 19
2024
Q2 		$1.73M Sell
27,166
-173
-0.6% -$10.7K 1.41% 20
2024
Q1 		$1.67M Sell
27,339
-1
-0% -$60 1.41% 21
2023
Q4 		$1.61M Buy
27,340
+604
+2% +$34.3K 1.45% 20
2023
Q3 		$1.5M Buy
26,736
+1,580
+6% +$94.8K 1.49% 22
2023
Q2 		$1.51M Buy
25,156
+274
+1% +$17K 1.45% 21
2023
Q1 		$1.54M Sell
24,882
-100
-0.4% -$6.05K 1.56% 20
2022
Q4 		$1.59M Sell
24,982
-91
-0.4% -$5.49K 1.66% 17
2022
Q3 		$1.4M Sell
25,073
-115
-0.5% -$7.15K 1.56% 19
2022
Q2 		$1.58M Buy
25,188
+84
+0.3% +$5.33K 1.64% 22
2022
Q1 		$1.56M Sell
25,104
-46
-0.2% -$2.8K 1.38% 25
2021
Q4 		$1.49M Buy
+25,150
New +$1.4M 1.23% 26

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 $3.37T AUM 44.26% 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

Widmann Financial Services's KO Position: Q2 2026 in Review

Widmann Financial Services reduced its Coca-Cola (KO) stake by 1.6% in Q2 2026, selling an estimated $37K and leaving 29,177 shares worth $2.37M. The position accounts for 1.27% of the portfolio, ranked #21.

Widmann Financial Services first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Widmann Financial Services held 29,177 shares of Coca-Cola worth $2.37M as of Q2 2026.
  • Widmann Financial Services sold 469 Coca-Cola shares in Q2 2026, an estimated $37K.
  • Coca-Cola made up 1.27% of Widmann Financial Services's portfolio in Q2 2026, its #21 holding.
  • Widmann Financial Services first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.