Zhang Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $918K | Buy |
11,300
+204
| +2% | +$16.1K | 0.03% | 207 |
|
|
2026
Q1 | $844K | Sell |
11,096
-94
| -0.8% | -$7.11K | 0.03% | 202 |
|
|
2025
Q4 | $782K | Sell |
11,190
-320
| -3% | -$22.3K | 0.03% | 193 |
|
|
2025
Q3 | $763K | Buy |
11,510
+827
| +8% | +$56.9K | 0.03% | 190 |
|
|
2025
Q2 | $756K | Buy |
10,683
+370
| +4% | +$26.4K | 0.03% | 182 |
|
|
2025
Q1 | $739K | Sell |
10,313
-278
| -3% | -$18.6K | 0.04% | 185 |
|
|
2024
Q4 | $659K | Buy |
10,591
+694
| +7% | +$45.3K | 0.04% | 182 |
|
|
2024
Q3 | $711K | Buy |
9,897
+99
| +1% | +$6.78K | 0.04% | 172 |
|
|
2024
Q2 | $624K | Sell |
9,798
-1,025
| -9% | -$63.4K | 0.04% | 170 |
|
|
2024
Q1 | $662K | Hold |
10,823
| – | – | 0.05% | 170 |
|
|
2023
Q4 | $638K | Sell |
10,823
-715
| -6% | -$40.6K | 0.05% | 162 |
|
|
2023
Q3 | $646K | Buy |
11,538
+1,792
| +18% | +$107K | 0.07% | 141 |
|
|
2023
Q2 | $587K | Sell |
9,746
-2,085
| -18% | -$130K | 0.06% | 148 |
|
|
2023
Q1 | $734K | Buy |
11,831
+908
| +8% | +$55K | 0.08% | 132 |
|
|
2022
Q4 | $695K | Buy |
10,923
+1,346
| +14% | +$81.3K | 0.09% | 123 |
|
|
2022
Q3 | $536K | Buy |
9,577
+394
| +4% | +$24.5K | 0.08% | 127 |
|
|
2022
Q2 | $578K | Buy |
9,183
+2,101
| +30% | +$133K | 0.09% | 120 |
|
|
2022
Q1 | $439K | Buy |
7,082
+608
| +9% | +$37K | 0.07% | 144 |
|
|
2021
Q4 | $383K | Buy |
+6,474
| New | +$361K | 0.07% | 147 |
|
|
2020
Q1 | – | Sell |
-5,917
| Closed | -$327K | – | 101 |
|
|
2019
Q4 | $327K | Sell |
5,917
-292
| -5% | -$15.7K | 0.12% | 74 |
|
|
2019
Q3 | $338K | Buy |
6,209
+2,255
| +57% | +$121K | 0.14% | 66 |
|
|
2019
Q2 | $201K | Sell |
3,954
-315
| -7% | -$15.4K | 0.08% | 88 |
|
|
2019
Q1 | $200K | Buy |
+4,269
| New | +$200K | 0.09% | 83 |
|
|
2018
Q2 | – | Sell |
-5,770
| Closed | -$246K | – | 77 |
|
|
2018
Q1 | $246K | Hold |
5,770
| – | – | 0.13% | 70 |
|
|
2017
Q4 | $265K | Sell |
5,770
-103
| -2% | -$4.74K | 0.13% | 67 |
|
|
2017
Q3 | $267K | Hold |
5,873
| – | – | 0.14% | 65 |
|
|
2017
Q2 | $261K | Buy |
5,873
+103
| +2% | +$4.55K | 0.14% | 65 |
|
|
2017
Q1 | $265K | Buy |
+5,770
| New | +$241K | 0.13% | 64 |
|
Other funds holding KO
Zhang Financial's KO Position: Q2 2026 in Review
Zhang Financial increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $16.1K and bringing the position to 11,300 shares worth $918K. The position accounts for 0.03% of the portfolio, ranked #207.
Zhang Financial first reported a position in KO in Q1 2017 and has held it in 28 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Zhang Financial held 11,300 shares of Coca-Cola worth $918K as of Q2 2026.
- Zhang Financial bought 204 Coca-Cola shares in Q2 2026, an estimated $16.1K.
- Coca-Cola made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #207 holding.
- Zhang Financial first reported a position in Coca-Cola in Q1 2017 and has held it in 28 quarters since.
- 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.