FFA
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Fairfield Financial Advisors’s Coca-Cola KO Stock Holding History

Fairfield 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
2025
Q1 		– Sell
-1,019
Closed -$63.5K – 135
2024
Q4 		$63.5K Hold
1,019
– – 0.02% 103
2024
Q3 		$73.3K Hold
1,019
– – 0.02% 110
2024
Q2 		$64.9K Buy
+1,019
New +$63.1K 0.02% 111
2023
Q4 		$80.7K Sell
1,369
-13
-0.9% -$738 0.03% 111
2023
Q3 		$77.4K Sell
1,382
-80
-5% -$4.8K 0.03% 106
2023
Q2 		$88.1K Buy
1,462
+410
+39% +$25.5K 0.04% 106
2023
Q1 		$65.1K Hold
1,052
– – 0.03% 120
2022
Q4 		$66.9K Buy
1,052
+5
+0.5% +$302 0.03% 112
2022
Q3 		$58.6K Buy
1,047
+3
+0.3% +$186 0.03% 111
2022
Q2 		$65.7K Buy
1,044
+3
+0.3% +$190 0.03% 99
2022
Q1 		$64.6K Buy
+1,041
New +$63.3K 0.02% 110

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fairfield Financial Advisors's KO Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Coca-Cola (KO) in Q1 2025, closing a stake of 1,019 shares — an estimated $63.5K sold.

Fairfield Financial Advisors first reported a position in KO in Q1 2022 and held it in 11 quarters. The position peaked at $88.1K in Q2 2023. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining Coca-Cola position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 1,019 Coca-Cola shares in Q1 2025, an estimated $63.5K.
  • Fairfield Financial Advisors first reported a position in Coca-Cola in Q1 2022 and held it in 11 quarters.
  • Fairfield Financial Advisors's Coca-Cola position peaked at $88.1K in Q2 2023.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.