Brown Financial Advisors’s Coca-Cola KO Stock Holding History

Brown 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 Q2	$1.86M	Sell	22,836 -575	-2%	-$45.4K	0.65%	45
2026 Q1	$1.78M	Sell	23,411 -3,209	-12%	-$243K	0.67%	43
2025 Q4	$1.86M	Buy	26,620 +1,297	+5%	+$90.4K	0.68%	50
2025 Q3	$1.68M	Buy	25,323 +235	+0.9%	+$16.2K	0.62%	61
2025 Q2	$1.77M	Sell	25,088 -43	-0.2%	-$3.06K	0.69%	50
2025 Q1	$1.8M	Buy	25,131 +142	+0.6%	+$9.48K	0.74%	45
2024 Q4	$1.56M	Buy	24,989 +2,355	+10%	+$154K	0.62%	49
2024 Q3	$1.63M	Sell	22,634 -2,523	-10%	-$173K	0.67%	50
2024 Q2	$1.6M	Buy	+25,157	New	+$1.56M	0.72%	43

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown Financial Advisors's KO Position: Q2 2026 in Review

Brown Financial Advisors reduced its Coca-Cola (KO) stake by 2.5% in Q2 2026, selling an estimated $45.4K and leaving 22,836 shares worth $1.86M. The position accounts for 0.65% of the portfolio, ranked #45.

Brown Financial Advisors first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q4 2025. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Brown Financial Advisors held 22,836 shares of Coca-Cola worth $1.86M as of Q2 2026.
Brown Financial Advisors sold 575 Coca-Cola shares in Q2 2026, an estimated $45.4K.
Coca-Cola made up 0.65% of Brown Financial Advisors's portfolio in Q2 2026, its #45 holding.
Brown Financial Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's Coca-Cola position peaked at $1.86M in Q4 2025.
3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.