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 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 $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

Brown Financial Advisors's KO Position: Q1 2026 in Review

Brown Financial Advisors reduced its Coca-Cola (KO) stake by 12% in Q1 2026, selling an estimated $243K and leaving 23,411 shares worth $1.78M. The position accounts for 0.67% of the portfolio, ranked #43.

Brown Financial Advisors first reported a position in KO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Brown Financial Advisors held 23,411 shares of Coca-Cola worth $1.78M as of Q1 2026.
Brown Financial Advisors sold 3,209 Coca-Cola shares in Q1 2026, an estimated $243K.
Coca-Cola made up 0.67% of Brown Financial Advisors's portfolio in Q1 2026, its #43 holding.
Brown Financial Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's Coca-Cola position peaked at $1.86M in Q4 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.