Fairman Group
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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
Q3 		$18.9K Hold
218
– – 0.01% 140
2026
Q2 		$17.8K Hold
218
– – 0.01% 143
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fairman Group's KO Position: Q3 2026 in Review

Fairman Group held its Coca-Cola (KO) position steady in Q3 2026 at 218 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #140.

Fairman Group first reported a position in KO in Q4 2023 and has held it in 12 quarters since. The position peaked at $90.9K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Fairman Group held 218 shares of Coca-Cola worth $18.9K as of Q3 2026.
  • Fairman Group left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.01% of Fairman Group's portfolio in Q3 2026, its #140 holding.
  • Fairman Group first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • Fairman Group's Coca-Cola position peaked at $90.9K in Q3 2024.
  • 2,052 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.