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Faithward Advisors’s Coca-Cola KO Stock Holding History

Faithward 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
2026
Q2 		$810K Sell
9,961
-245
-2% -$19.3K 0.1% 161
2026
Q1 		$776K Buy
10,206
+124
+1% +$9.37K 0.11% 150
2025
Q4 		$705K Buy
10,082
+547
+6% +$38.1K 0.1% 157
2025
Q3 		$632K Sell
9,535
-739
-7% -$50.9K 0.09% 152
2025
Q2 		$727K Sell
10,274
-1,109
-10% -$79K 0.11% 129
2025
Q1 		$815K Sell
11,383
-218
-2% -$14.6K 0.14% 119
2024
Q4 		$722K Sell
11,601
-3,649
-24% -$238K 0.12% 121
2024
Q3 		$1.1M Sell
15,250
-1,380
-8% -$94.5K 0.19% 107
2024
Q2 		$1.06M Buy
16,630
+695
+4% +$43K 0.19% 112
2024
Q1 		$975K Buy
15,935
+6,104
+62% +$367K 0.18% 108
2023
Q4 		$590K Buy
9,831
+2,045
+26% +$116K 0.13% 110
2023
Q3 		$443K Buy
7,786
+3,142
+68% +$188K 0.11% 116
2023
Q2 		$284K Buy
+4,644
New +$289K 0.07% 141

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Faithward Advisors's KO Position: Q2 2026 in Review

Faithward Advisors reduced its Coca-Cola (KO) stake by 2.4% in Q2 2026, selling an estimated $19.3K and leaving 9,961 shares worth $810K. The position accounts for 0.1% of the portfolio, ranked #161.

Faithward Advisors first reported a position in KO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q3 2024. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Faithward Advisors held 9,961 shares of Coca-Cola worth $810K as of Q2 2026.
  • Faithward Advisors sold 245 Coca-Cola shares in Q2 2026, an estimated $19.3K.
  • Coca-Cola made up 0.1% of Faithward Advisors's portfolio in Q2 2026, its #161 holding.
  • Faithward Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
  • Faithward Advisors's Coca-Cola position peaked at $1.1M in Q3 2024.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.