Fairman Group’s Coca-Cola KO Stock Holding History

Fairman Group’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	$16.7K	Hold	218	–	–	0.01%	138
2025 Q4	$15.2K	Sell	218 -35	-14%	-$2.44K	0.01%	138
2025 Q3	$16.9K	Hold	253	–	–	0.01%	143
2025 Q2	$18K	Hold	253	–	–	0.01%	136
2025 Q1	$15.8K	Sell	253 -1,004	-80%	-$67.1K	0.01%	131
2024 Q4	$78.3K	Hold	1,257	–	–	0.06%	88
2024 Q3	$90.9K	Hold	1,257	–	–	0.08%	84
2024 Q2	$80.6K	Hold	1,257	–	–	0.08%	89
2024 Q1	$77.5K	Sell	1,257 -186	-13%	-$11.2K	0.07%	82
2023 Q4	$85K	Buy	+1,443	New	+$82K	0.08%	78

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

Fairman Group's KO Position: Q1 2026 in Review

Fairman Group held its Coca-Cola (KO) position steady in Q1 2026 at 218 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #138.

Fairman Group first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $90.9K in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Fairman Group held 218 shares of Coca-Cola worth $16.7K as of Q1 2026.
Fairman Group left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.01% of Fairman Group's portfolio in Q1 2026, its #138 holding.
Fairman Group first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Fairman Group's Coca-Cola position peaked at $90.9K in Q3 2024.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.