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

CWS 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	$645K	Buy	8,480 +44	+0.5%	+$3.33K	0.17%	78
2025 Q4	$590K	Buy	8,436 +742	+10%	+$51.7K	0.16%	84
2025 Q3	$510K	Buy	7,694 +126	+2%	+$8.67K	0.14%	82
2025 Q2	$535K	Sell	7,568 -171	-2%	-$12.2K	0.16%	78
2025 Q1	$554K	Hold	7,739	–	–	0.18%	68
2024 Q4	$482K	Buy	7,739 +45	+0.6%	+$2.94K	0.16%	73
2024 Q3	$553K	Buy	7,694 +706	+10%	+$48.3K	0.2%	58
2024 Q2	$445K	Buy	6,988 +13	+0.2%	+$805	0.18%	65
2024 Q1	$427K	Sell	6,975 -3,928	-36%	-$236K	0.17%	65
2023 Q4	$643K	Buy	10,903 +25	+0.2%	+$1.42K	0.24%	62
2023 Q3	$609K	Sell	10,878 -1,702	-14%	-$102K	0.24%	63
2023 Q2	$758K	Buy	12,580 +1,513	+14%	+$94.1K	0.29%	55
2023 Q1	$687K	Buy	11,067 +641	+6%	+$38.8K	0.27%	60
2022 Q4	$550K	Sell	10,426 -624	-6%	-$37.7K	0.24%	69
2022 Q3	$619K	Sell	11,050 -542	-5%	-$33.7K	0.3%	60
2022 Q2	$729K	Buy	11,592 +1,022	+10%	+$64.8K	0.33%	53
2022 Q1	$655K	Sell	10,570 -100	-0.9%	-$6.08K	0.25%	71
2021 Q4	$632K	Buy	+10,670	New	+$594K	0.22%	75
2021 Q2	$562K	Sell	10,385 -41	-0.4%	-$2.23K	0.22%	72
2021 Q1	$550K	Sell	10,426 -456	-4%	-$23K	0.24%	69
2020 Q4	$597K	Buy	10,882 +1,289	+13%	+$66.6K	0.35%	58
2020 Q3	$474K	Buy	9,593 +2	+0%	+$96	0.32%	65
2020 Q2	$429K	Sell	9,591 -201	-2%	-$9.26K	0.31%	71
2020 Q1	$542K	Hold	9,792	–	–	0.4%	48
2019 Q4	$542K	Buy	+9,792	New	+$526K	0.4%	49

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

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

CWS Financial Advisors increased its Coca-Cola (KO) stake by 0.52% in Q1 2026, buying an estimated $3.33K and bringing the position to 8,480 shares worth $645K. The position accounts for 0.17% of the portfolio, ranked #78.

CWS Financial Advisors first reported a position in KO in Q4 2019 and has held it in 25 quarters since. The position peaked at $758K in Q2 2023. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

CWS Financial Advisors held 8,480 shares of Coca-Cola worth $645K as of Q1 2026.
CWS Financial Advisors bought 44 Coca-Cola shares in Q1 2026, an estimated $3.33K.
Coca-Cola made up 0.17% of CWS Financial Advisors's portfolio in Q1 2026, its #78 holding.
CWS Financial Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
CWS Financial Advisors's Coca-Cola position peaked at $758K in Q2 2023.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.