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 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 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

Fi3 Financial Advisors's KO Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $46.2K and bringing the position to 4,982 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #104.

Fi3 Financial Advisors first reported a position in KO in Q4 2022 and has held it in 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Fi3 Financial Advisors held 4,982 shares of Coca-Cola worth $382K as of Q1 2026.
Fi3 Financial Advisors bought 611 Coca-Cola shares in Q1 2026, an estimated $46.2K.
Coca-Cola made up 0.11% of Fi3 Financial Advisors's portfolio in Q1 2026, its #104 holding.
Fi3 Financial Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.