Baron Silver Stevens Financial Advisors’s Coca-Cola KO Stock Holding History

Baron Silver Stevens 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
2026 Q1	$272K	Sell	3,580 -200	-5%	-$15.1K	0.04%	114
2025 Q4	$264K	Sell	3,780 -881	-19%	-$61.4K	0.04%	113
2025 Q3	$309K	Buy	4,661 +67	+1%	+$4.61K	0.05%	105
2025 Q2	$325K	Buy	4,594 +178	+4%	+$12.7K	0.05%	102
2025 Q1	$316K	Buy	4,416 +208	+5%	+$13.9K	0.06%	92
2024 Q4	$262K	Hold	4,208	–	–	0.04%	101
2024 Q3	$302K	Sell	4,208 -32	-0.8%	-$2.19K	0.05%	93
2024 Q2	$270K	Sell	4,240 -506	-11%	-$31.3K	0.05%	97
2024 Q1	$290K	Sell	4,746 -104	-2%	-$6.25K	0.06%	98
2023 Q4	$286K	Buy	4,850 +93	+2%	+$5.28K	0.06%	87
2023 Q3	$266K	Buy	4,757 +397	+9%	+$23.8K	0.06%	85
2023 Q2	$263K	Buy	4,360 +4	+0.1%	+$249	0.06%	89
2023 Q1	$270K	Buy	4,356 +414	+11%	+$25.1K	0.07%	82
2022 Q4	$251K	Buy	+3,942	New	+$238K	0.06%	79
2022 Q3	–	Sell	-6,236	Closed	-$392K	–	128
2022 Q2	$392K	Buy	6,236 +1,577	+34%	+$100K	0.1%	67
2022 Q1	$288K	Buy	4,659 +94	+2%	+$5.72K	0.07%	71
2021 Q4	$270K	Buy	4,565 +369	+9%	+$20.5K	0.06%	68
2021 Q3	$220K	Sell	4,196 -1,657	-28%	-$92.4K	0.06%	71
2021 Q2	$316K	Buy	+5,853	New	+$318K	0.09%	61
2021 Q1	–	Sell	-3,581	Closed	-$196K	–	269
2020 Q4	$196K	Buy	+3,581	New	+$185K	0.07%	64

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

Baron Silver Stevens Financial Advisors's KO Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Coca-Cola (KO) stake by 5.3% in Q1 2026, selling an estimated $15.1K and leaving 3,580 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #114.

Baron Silver Stevens Financial Advisors first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $392K in Q2 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Baron Silver Stevens Financial Advisors held 3,580 shares of Coca-Cola worth $272K as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 200 Coca-Cola shares in Q1 2026, an estimated $15.1K.
Coca-Cola made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #114 holding.
Baron Silver Stevens Financial Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
Baron Silver Stevens Financial Advisors's Coca-Cola position peaked at $392K in Q2 2022.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.