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Fi3 Financial Advisors’s Coca-Cola KO Stock Holding History

Fi3 Financial 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 		– Sell
-4,982
Closed -$382K – 253
2026
Q1 		$382K Buy
4,982
+611
+14% +$46.2K 0.11% 104
2025
Q4 		$306K Buy
4,371
+968
+28% +$67.5K 0.09% 127
2025
Q3 		$228K Sell
3,403
-102
-3% -$7.02K 0.08% 137
2025
Q2 		$251K Sell
3,505
-1,112
-24% -$79.2K 0.09% 120
2025
Q1 		$331K Buy
4,617
+632
+16% +$42.2K 0.13% 73
2024
Q4 		$248K Sell
3,985
-1,011
-20% -$66K 0.09% 95
2024
Q3 		$359K Buy
4,996
+575
+13% +$39.4K 0.14% 54
2024
Q2 		$281K Buy
4,421
+359
+9% +$22.2K 0.12% 60
2024
Q1 		$253K Sell
4,062
-476
-10% -$28.6K 0.12% 63
2023
Q4 		$267K Buy
+4,538
New +$258K 0.13% 57
2023
Q3 		– Sell
-4,121
Closed -$248K – 76
2023
Q2 		$248K Sell
4,121
-526
-11% -$32.7K 0.13% 56
2023
Q1 		$288K Buy
4,647
+546
+13% +$33.1K 0.15% 54
2022
Q4 		$261K Buy
+4,101
New +$248K 0.15% 53

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

Fi3 Financial Advisors's KO Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 4,982 shares — an estimated $382K sold.

Fi3 Financial Advisors first reported a position in KO in Q4 2022 and held it in 13 quarters. The position peaked at $382K in Q1 2026. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 4,982 Coca-Cola shares in Q2 2026, an estimated $382K.
  • Fi3 Financial Advisors first reported a position in Coca-Cola in Q4 2022 and held it in 13 quarters.
  • Fi3 Financial Advisors's Coca-Cola position peaked at $382K in Q1 2026.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.