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All Terrain Financial Advisors’s Coca-Cola KO Stock Holding History

All Terrain Financial Advisors’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
2018
Q3 		– Sell
-200
Closed -$9K – 251
2018
Q2 		$9K Buy
+200
New +$8.64K ﹤0.01% 231

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

All Terrain Financial Advisors's KO Position: Q2 2026 in Review

All Terrain Financial Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 4,476 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #112.

All Terrain Financial Advisors first reported a position in KO in Q4 2017 and has held it in 31 quarters since. The position peaked at $497K in Q2 2022. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • All Terrain Financial Advisors held 4,476 shares of Coca-Cola worth $364K as of Q2 2026.
  • All Terrain Financial Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.06% of All Terrain Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • All Terrain Financial Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 31 quarters since.
  • All Terrain Financial Advisors's Coca-Cola position peaked at $497K in Q2 2022.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.