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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
Q2 		$322K Buy
3,972
+171
+4% +$13.5K 0.08% 128
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 $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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's KO Position: Q2 2026 in Review

Wood Tarver Financial Group increased its Coca-Cola (KO) stake by 4.5% in Q2 2026, buying an estimated $13.5K and bringing the position to 3,972 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #128.

Wood Tarver Financial Group first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q1 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wood Tarver Financial Group held 3,972 shares of Coca-Cola worth $322K as of Q2 2026.
  • Wood Tarver Financial Group bought 171 Coca-Cola shares in Q2 2026, an estimated $13.5K.
  • Coca-Cola made up 0.08% of Wood Tarver Financial Group's portfolio in Q2 2026, its #128 holding.
  • Wood Tarver Financial Group first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's Coca-Cola position peaked at $326K in Q1 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.