Fairscale Capital’s Coca-Cola KO Stock Holding History

Fairscale Capital’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	$583K	Sell	7,618 -140	-2%	-$10.6K	0.4%	42
2025 Q4	$542K	Sell	7,758 -121	-2%	-$8.44K	0.36%	47
2025 Q3	$527K	Hold	7,879	–	–	0.36%	42
2025 Q2	$535K	Buy	7,879 +144	+2%	+$10.3K	0.39%	42
2025 Q1	$558K	Sell	7,735 -88	-1%	-$5.88K	0.5%	36
2024 Q4	$487K	Sell	7,823 -47	-0.6%	-$3.07K	0.42%	40
2024 Q3	$569K	Hold	7,870	–	–	0.5%	36
2024 Q2	$506K	Buy	+7,870	New	+$487K	0.45%	39

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

Fairscale Capital's KO Position: Q1 2026 in Review

Fairscale Capital reduced its Coca-Cola (KO) stake by 1.8% in Q1 2026, selling an estimated $10.6K and leaving 7,618 shares worth $583K. The position accounts for 0.4% of the portfolio, ranked #42.

Fairscale Capital first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Fairscale Capital held 7,618 shares of Coca-Cola worth $583K as of Q1 2026.
Fairscale Capital sold 140 Coca-Cola shares in Q1 2026, an estimated $10.6K.
Coca-Cola made up 0.4% of Fairscale Capital's portfolio in Q1 2026, its #42 holding.
Fairscale Capital first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.