Alpha Financial Partners’s Coca-Cola KO Stock Holding History

Alpha Financial Partners’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	$242K	Sell	3,180 -74	-2%	-$5.59K	0.14%	91
2025 Q4	$227K	Buy	+3,254	New	+$227K	0.14%	88
2025 Q3	–	Sell	-2,832	Closed	-$200K	–	95
2025 Q2	$200K	Sell	2,832 -202	-7%	-$14.4K	0.14%	89
2025 Q1	$217K	Sell	3,034 -423	-12%	-$28.3K	0.17%	77
2024 Q4	$215K	Buy	+3,457	New	+$226K	0.17%	74
2024 Q2	–	Sell	-3,434	Closed	-$210K	–	79
2024 Q1	$210K	Buy	3,434 +25	+0.7%	+$1.5K	0.19%	69
2023 Q4	$201K	Buy	+3,409	New	+$194K	0.2%	81
2023 Q3	–	Sell	-4,913	Closed	-$296K	–	86
2023 Q2	$296K	Buy	4,913 +162	+3%	+$10.1K	0.32%	66
2023 Q1	$295K	Buy	4,751 +266	+6%	+$16.1K	0.33%	61
2022 Q4	$285K	Buy	+4,485	New	+$271K	0.35%	60

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpha Financial Partners's KO Position: Q1 2026 in Review

Alpha Financial Partners reduced its Coca-Cola (KO) stake by 2.3% in Q1 2026, selling an estimated $5.59K and leaving 3,180 shares worth $242K. The position accounts for 0.14% of the portfolio, ranked #91.

Alpha Financial Partners first reported a position in KO in Q4 2022 and has held it in 10 quarters since. The position peaked at $296K in Q2 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Alpha Financial Partners held 3,180 shares of Coca-Cola worth $242K as of Q1 2026.
Alpha Financial Partners sold 74 Coca-Cola shares in Q1 2026, an estimated $5.59K.
Coca-Cola made up 0.14% of Alpha Financial Partners's portfolio in Q1 2026, its #91 holding.
Alpha Financial Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 10 quarters since.
Alpha Financial Partners's Coca-Cola position peaked at $296K in Q2 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.