America First Investment Advisors’s Coca-Cola KO Stock Holding History

America First Investment 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
2026 Q1	$1.28M	Hold	16,848	–	–	0.24%	25
2025 Q4	$1.18M	Hold	16,848	–	–	0.21%	25
2025 Q3	$1.12M	Hold	16,848	–	–	0.21%	26
2025 Q2	$1.19M	Hold	16,848	–	–	0.24%	25
2025 Q1	$1.21M	Hold	16,848	–	–	0.25%	23
2024 Q4	$1.05M	Hold	16,848	–	–	0.23%	23
2024 Q3	$1.21M	Hold	16,848	–	–	0.27%	24
2024 Q2	$1.07M	Hold	16,848	–	–	0.26%	25
2024 Q1	$1.03M	Hold	16,848	–	–	0.25%	26
2023 Q4	$993K	Hold	16,848	–	–	0.26%	24
2023 Q3	$943K	Hold	16,848	–	–	0.26%	25
2023 Q2	$1.01M	Hold	16,848	–	–	0.27%	25
2023 Q1	$1.05M	Buy	16,848 +1,000	+6%	+$60.5K	0.3%	25
2022 Q4	$1.01M	Hold	15,848	–	–	0.3%	25
2022 Q3	$888K	Hold	15,848	–	–	0.31%	24
2022 Q2	$997K	Buy	15,848 +1,571	+11%	+$99.6K	0.32%	24
2022 Q1	$885K	Hold	14,277	–	–	0.26%	25
2021 Q4	$845K	Hold	14,277	–	–	0.24%	26
2021 Q3	$749K	Buy	14,277 +1,310	+10%	+$73K	0.23%	27
2021 Q2	$702K	Hold	12,967	–	–	0.21%	30
2021 Q1	$683K	Hold	12,967	–	–	0.21%	32
2020 Q4	$711K	Hold	12,967	–	–	0.22%	30
2020 Q3	$640K	Hold	12,967	–	–	0.2%	31
2020 Q2	$579K	Hold	12,967	–	–	0.18%	33
2020 Q1	$574K	Buy	12,967 +10,290	+384%	+$556K	0.21%	33
2019 Q4	$148K	Hold	2,677	–	–	0.04%	43
2019 Q3	$146K	Sell	2,677 -523	-16%	-$28K	0.04%	43
2019 Q2	$163K	Sell	3,200 -200	-6%	-$9.8K	0.05%	42
2019 Q1	$159K	Hold	3,400	–	–	0.05%	43
2018 Q4	$161K	Sell	3,400 -4	-0.1%	-$191	0.05%	43
2018 Q3	$157K	Sell	3,404 -66	-2%	-$3.02K	0.05%	43
2018 Q2	$152K	Sell	3,470 -143	-4%	-$6.18K	0.05%	42
2018 Q1	$157K	Sell	3,613 -319	-8%	-$14.3K	0.06%	42
2017 Q4	$180K	Buy	3,932 +901	+30%	+$41.4K	0.06%	42
2017 Q3	$136K	Sell	3,031 -800	-21%	-$36.4K	0.05%	48
2017 Q2	$172K	Sell	3,831 -139	-4%	-$6.14K	0.06%	45
2017 Q1	$168K	Sell	3,970 -241	-6%	-$10.1K	0.06%	48
2016 Q4	$175K	Sell	4,211 -179	-4%	-$7.45K	0.07%	43
2016 Q3	$186K	Hold	4,390	–	–	0.08%	46
2016 Q2	$199K	Sell	4,390 -140	-3%	-$6.33K	0.08%	44
2016 Q1	$210K	Hold	4,530	–	–	0.09%	42
2015 Q4	$195K	Sell	4,530 -130	-3%	-$5.52K	0.09%	44
2015 Q3	$187K	Hold	4,660	–	–	0.09%	43
2015 Q2	$183K	Buy	4,660 +210	+5%	+$8.54K	0.08%	44
2015 Q1	$180K	Hold	4,450	–	–	0.08%	48
2014 Q4	$188K	Hold	4,450	–	–	0.08%	48
2014 Q3	$190K	Hold	4,450	–	–	0.09%	48
2014 Q2	$189K	Hold	4,450	–	–	0.08%	49
2014 Q1	$172K	Sell	4,450 -259	-6%	-$10K	0.08%	50
2013 Q4	$195K	Hold	4,709	–	–	0.09%	50
2013 Q3	$178K	Buy	4,709 +3,200	+212%	+$126K	0.09%	49
2013 Q2	$61K	Buy	+1,509	New	+$62.5K	0.03%	68

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

America First Investment Advisors's KO Position: Q1 2026 in Review

America First Investment Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 16,848 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #25.

America First Investment Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

America First Investment Advisors held 16,848 shares of Coca-Cola worth $1.28M as of Q1 2026.
America First Investment Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.24% of America First Investment Advisors's portfolio in Q1 2026, its #25 holding.
America First Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on America First Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.