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Fairview Capital Investment Management’s Coca-Cola KO Stock Holding History

Fairview Capital Investment Management’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 		$247K Hold
3,249
– – 0.01% 177
2025
Q4 		$227K Hold
3,249
– – 0.01% 164
2025
Q3 		$215K Buy
+3,249
New +$224K 0.01% 167
2023
Q2 		– Sell
-3,234
Closed -$201K – 142
2023
Q1 		$201K Hold
3,234
– – 0.01% 140
2022
Q4 		$206K Buy
+3,234
New +$195K 0.01% 136
2014
Q1 		– Sell
-6,010
Closed -$248K – 70
2013
Q4 		$248K Hold
6,010
– – 0.02% 67
2013
Q3 		$228K Hold
6,010
– – 0.02% 65
2013
Q2 		$241K Buy
+6,010
New +$249K 0.02% 64

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fairview Capital Investment Management's KO Position: Q1 2026 in Review

Fairview Capital Investment Management held its Coca-Cola (KO) position steady in Q1 2026 at 3,249 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #177.

Fairview Capital Investment Management first reported a position in KO in Q2 2013 and has held it in 8 quarters since. The position peaked at $248K in Q4 2013. 3,557 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fairview Capital Investment Management held 3,249 shares of Coca-Cola worth $247K as of Q1 2026.
  • Fairview Capital Investment Management left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.01% of Fairview Capital Investment Management's portfolio in Q1 2026, its #177 holding.
  • Fairview Capital Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 8 quarters since.
  • Fairview Capital Investment Management's Coca-Cola position peaked at $248K in Q4 2013.
  • 3,557 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.