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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
Q2 		$1.23M Sell
15,189
-873
-5% -$68.9K 0.26% 62
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
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

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

Evernest Financial Advisors reduced its Coca-Cola (KO) stake by 5.4% in Q2 2026, selling an estimated $68.9K and leaving 15,189 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #62.

Evernest Financial Advisors first reported a position in KO in Q4 2021 and has held it in 12 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Evernest Financial Advisors held 15,189 shares of Coca-Cola worth $1.23M as of Q2 2026.
  • Evernest Financial Advisors sold 873 Coca-Cola shares in Q2 2026, an estimated $68.9K.
  • Coca-Cola made up 0.26% of Evernest Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Evernest Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 12 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.