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

Camarda 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 		$3.94M Buy
+48,469
New +$3.83M 1.19% 29
2021
Q3 		– Sell
-5,325
Closed -$288K – 98
2021
Q2 		$288K Hold
5,325
– – 0.18% 76
2021
Q1 		$281K Buy
+5,325
New +$268K 0.2% 78
2019
Q3 		– Sell
-337
Closed -$17K – 277
2019
Q2 		$17K Buy
337
+184
+120% +$9.02K 0.03% 127
2019
Q1 		$7K Buy
153
+49
+47% +$2.29K 0.01% 209
2018
Q4 		$5K Sell
104
-1,560
-94% -$74.7K 0.01% 145
2018
Q3 		$77K Buy
1,664
+1,560
+1,500% +$71.3K 0.09% 91
2018
Q2 		$5K Hold
104
– – 0.01% 177
2018
Q1 		$5K Hold
104
– – 0.01% 162
2017
Q4 		$5K Sell
104
-210
-67% -$9.65K 0.01% 166
2017
Q3 		$14K Sell
314
-75
-19% -$3.41K 0.02% 165
2017
Q2 		$17K Buy
389
+79
+25% +$3.49K 0.02% 157
2017
Q1 		$13K Sell
310
-12,449
-98% -$519K 0.01% 145
2016
Q4 		$529K Buy
12,759
+12,549
+5,976% +$522K 0.36% 73
2016
Q3 		$9K Sell
210
-208
-50% -$9.12K 0.01% 181
2016
Q2 		$19K Sell
418
-2,418
-85% -$109K 0.01% 176
2016
Q1 		$132K Buy
2,836
+2,628
+1,263% +$114K 0.08% 122
2015
Q4 		$9K Hold
208
– – 0.01% 203
2015
Q3 		$8K Hold
208
– – 0.01% 147
2015
Q2 		$8K Sell
208
-2,127
-91% -$86.5K ﹤0.01% 184
2015
Q1 		$95K Buy
2,335
+208
+10% +$8.7K 0.05% 105
2014
Q4 		$90K Hold
2,127
– – 0.06% 103
2014
Q3 		$91K Hold
2,127
– – 0.06% 98
2014
Q2 		$90K Hold
2,127
– – 0.06% 101
2014
Q1 		$82K Buy
+2,127
New +$82.2K 0.06% 103
2013
Q3 		– Sell
-102
Closed -$4K – 167
2013
Q2 		$4K Buy
+102
New +$4.22K ﹤0.01% 217

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Camarda Financial Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 48,469 shares worth $3.94M. The stake represents 1.19% of the portfolio and ranks #29 among its holdings. This is a return to the name: Camarda Financial Advisors previously reported a position in KO as recently as Q2 2021.

Camarda Financial Advisors first reported a position in KO in Q2 2013 and has held it in 26 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Camarda Financial Advisors held 48,469 shares of Coca-Cola worth $3.94M as of Q2 2026.
  • Coca-Cola was a new Camarda Financial Advisors position in Q2 2026.
  • Coca-Cola made up 1.19% of Camarda Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Camarda Financial Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 26 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.