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Wood Tarver Financial Group’s Coca-Cola KO Stock Holding History

Wood Tarver Financial Group’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 		$289K Hold
3,801
– – 0.08% 125
2025
Q4 		$265K Sell
3,801
-727
-16% -$50.7K 0.07% 132
2025
Q3 		$300K Sell
4,528
-21
-0.5% -$1.45K 0.09% 125
2025
Q2 		$321K Hold
4,549
– – 0.1% 111
2025
Q1 		$326K Sell
4,549
-200
-4% -$13.4K 0.11% 102
2024
Q4 		$295K Buy
+4,749
New +$310K 0.1% 107

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

Wood Tarver Financial Group's KO Position: Q1 2026 in Review

Wood Tarver Financial Group held its Coca-Cola (KO) position steady in Q1 2026 at 3,801 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #125.

Wood Tarver Financial Group first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $326K in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Wood Tarver Financial Group held 3,801 shares of Coca-Cola worth $289K as of Q1 2026.
  • Wood Tarver Financial Group left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.08% of Wood Tarver Financial Group's portfolio in Q1 2026, its #125 holding.
  • Wood Tarver Financial Group first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Coca-Cola position peaked at $326K in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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