Cardiff Park Advisors’s Coca-Cola KO Stock Holding History

Cardiff Park 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	$600K	Sell	7,890 -98	-1%	-$7.41K	0.05%	161
2025 Q4	$558K	Buy	7,988 +9	+0.1%	+$627	0.05%	166
2025 Q3	$529K	Buy	7,979 +106	+1%	+$7.3K	0.04%	173
2025 Q2	$557K	Buy	7,873 +4	+0.1%	+$285	0.05%	160
2025 Q1	$564K	Hold	7,869	–	–	0.05%	151
2024 Q4	$490K	Buy	7,869 +9	+0.1%	+$587	0.05%	161
2024 Q3	$565K	Buy	7,860 +5	+0.1%	+$342	0.05%	152
2024 Q2	$500K	Buy	7,855 +5	+0.1%	+$310	0.05%	158
2024 Q1	$480K	Buy	7,850 +256	+3%	+$15.4K	0.05%	165
2023 Q4	$448K	Buy	7,594 +357	+5%	+$20.3K	0.05%	158
2023 Q3	$405K	Hold	7,237	–	–	0.05%	155
2023 Q2	$436K	Sell	7,237 -384	-5%	-$23.9K	0.05%	161
2023 Q1	$473K	Sell	7,621 -52	-0.7%	-$3.15K	0.06%	145
2022 Q4	$488K	Sell	7,673 -72	-0.9%	-$4.35K	0.07%	144
2022 Q3	$434K	Buy	7,745 +596	+8%	+$37K	0.07%	150
2022 Q2	$450K	Buy	7,149 +76	+1%	+$4.82K	0.07%	150
2022 Q1	$439K	Sell	7,073 -31	-0.4%	-$1.89K	0.06%	152
2021 Q4	$421K	Buy	+7,104	New	+$396K	0.06%	158

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

Cardiff Park Advisors's KO Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Coca-Cola (KO) stake by 1.2% in Q1 2026, selling an estimated $7.41K and leaving 7,890 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #161.

Cardiff Park Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Cardiff Park Advisors held 7,890 shares of Coca-Cola worth $600K as of Q1 2026.
Cardiff Park Advisors sold 98 Coca-Cola shares in Q1 2026, an estimated $7.41K.
Coca-Cola made up 0.05% of Cardiff Park Advisors's portfolio in Q1 2026, its #161 holding.
Cardiff Park Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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