FFA
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Farther Finance Advisors’s Coca-Cola KO Stock Holding History

Farther Finance 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
Q3 		$17M Buy
197,252
+36,067
+22% +$3.13M 0.12% 145
2026
Q2 		$13.1M Buy
161,185
+24,519
+18% +$1.94M 0.1% 172
2026
Q1 		$10.4M Buy
136,666
+25,068
+22% +$1.9M 0.1% 186
2025
Q4 		$7.8M Buy
111,598
+30,786
+38% +$2.15M 0.08% 213
2025
Q3 		$5.36M Buy
80,812
+11,331
+16% +$780K 0.08% 209
2025
Q2 		$4.92M Buy
69,481
+14,514
+26% +$1.03M 0.1% 193
2025
Q1 		$3.95M Buy
54,967
+14,980
+37% +$1M 0.1% 186
2024
Q4 		$2.49M Sell
39,987
-236
-0.6% -$15.4K 0.09% 180
2024
Q3 		$2.89M Buy
40,223
+5,403
+16% +$370K 0.11% 157
2024
Q2 		$2.2M Buy
34,820
+1,155
+3% +$71.5K 0.11% 151
2024
Q1 		$2.04M Buy
33,665
+10,496
+45% +$630K 0.12% 137
2023
Q4 		$1.37M Buy
23,169
+16,962
+273% +$963K 0.1% 189
2023
Q3 		$347K Buy
6,207
+1,697
+38% +$102K 0.05% 268
2023
Q2 		$272K Buy
4,510
+670
+17% +$41.7K 0.06% 269
2023
Q1 		$238K Buy
3,840
+442
+13% +$26.8K 0.07% 240
2022
Q4 		$216K Buy
+3,398
New +$205K 0.08% 213

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's KO Position: Q3 2026 in Review

Farther Finance Advisors increased its Coca-Cola (KO) stake by 22% in Q3 2026, buying an estimated $3.13M and bringing the position to 197,252 shares worth $17M. The position accounts for 0.12% of the portfolio, ranked #145.

Farther Finance Advisors first reported a position in KO in Q4 2022 and has held it in 16 quarters since. 142 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Farther Finance Advisors held 197,252 shares of Coca-Cola worth $17M as of Q3 2026.
  • Farther Finance Advisors bought 36,067 Coca-Cola shares in Q3 2026, an estimated $3.13M.
  • Coca-Cola made up 0.12% of Farther Finance Advisors's portfolio in Q3 2026, its #145 holding.
  • Farther Finance Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
  • 142 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.