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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
2020
Q2 		– Sell
-700
Closed -$31K – 136
2020
Q1 		$31K Sell
700
-800
-53% -$43.2K 0.01% 174
2019
Q4 		$83K Hold
1,500
– – 0.03% 185
2019
Q3 		$82K Hold
1,500
– – 0.03% 184
2019
Q2 		$76K Hold
1,500
– – 0.03% 177
2019
Q1 		$70K Buy
+1,500
New +$70.2K 0.02% 201
2018
Q3 		– Sell
-200
Closed -$9K – 252
2018
Q2 		$9K Buy
+200
New +$8.64K ﹤0.01% 232

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

All Terrain Financial Advisors's KO Position: Q1 2026 in Review

All Terrain Financial Advisors reduced its Coca-Cola (KO) stake by 10% in Q1 2026, selling an estimated $37.8K and leaving 4,476 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #103.

All Terrain Financial Advisors first reported a position in KO in Q4 2017 and has held it in 30 quarters since. The position peaked at $497K in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • All Terrain Financial Advisors held 4,476 shares of Coca-Cola worth $340K as of Q1 2026.
  • All Terrain Financial Advisors sold 500 Coca-Cola shares in Q1 2026, an estimated $37.8K.
  • Coca-Cola made up 0.08% of All Terrain Financial Advisors's portfolio in Q1 2026, its #103 holding.
  • All Terrain Financial Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 30 quarters since.
  • All Terrain Financial Advisors's Coca-Cola position peaked at $497K in Q2 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.