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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
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 $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

Widmann Financial Services's KO Position: Q1 2026 in Review

Widmann Financial Services increased its Coca-Cola (KO) stake by 0.46% in Q1 2026, buying an estimated $10.2K and bringing the position to 29,646 shares worth $2.25M. The position accounts for 1.34% of the portfolio, ranked #20.

Widmann Financial Services first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Widmann Financial Services held 29,646 shares of Coca-Cola worth $2.25M as of Q1 2026.
  • Widmann Financial Services bought 135 Coca-Cola shares in Q1 2026, an estimated $10.2K.
  • Coca-Cola made up 1.34% of Widmann Financial Services's portfolio in Q1 2026, its #20 holding.
  • Widmann Financial Services first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.