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

Evernest 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	$1.21M	Buy	16,062 +1,403	+10%	+$106K	0.25%	60
2025 Q4	$1.14M	Sell	14,659 -407	-3%	-$28.4K	0.24%	68
2025 Q3	$999K	Buy	15,066 +597	+4%	+$41.1K	0.28%	72
2025 Q2	$1.02M	Buy	14,469 +2,109	+17%	+$150K	0.33%	63
2025 Q1	$885K	Buy	12,360 +727	+6%	+$48.6K	0.32%	73
2024 Q4	$724K	Sell	11,633 -2,816	-19%	-$184K	0.19%	85
2024 Q3	$1.04M	Buy	14,449 +659	+5%	+$45.1K	0.28%	62
2024 Q2	$878K	Buy	13,790 +596	+5%	+$36.9K	0.39%	58
2024 Q1	$794K	Sell	13,194 -106	-0.8%	-$6.37K	0.38%	58
2023 Q4	$784K	Buy	+13,300	New	+$755K	0.4%	60
2021 Q4	$800K	Buy	+13,439	New	+$748K	0.41%	54

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

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

Evernest Financial Advisors increased its Coca-Cola (KO) stake by 9.6% in Q1 2026, buying an estimated $106K and bringing the position to 16,062 shares worth $1.21M. The position accounts for 0.25% of the portfolio, ranked #60.

Evernest Financial Advisors first reported a position in KO in Q4 2021 and has held it in 11 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Evernest Financial Advisors held 16,062 shares of Coca-Cola worth $1.21M as of Q1 2026.
Evernest Financial Advisors bought 1,403 Coca-Cola shares in Q1 2026, an estimated $106K.
Coca-Cola made up 0.25% of Evernest Financial Advisors's portfolio in Q1 2026, its #60 holding.
Evernest Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 11 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.