Fidelity D&D Bancorp’s Coca-Cola KO Stock Holding History

Fidelity D&D Bancorp’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	$339K	Buy	4,452 +250	+6%	+$18.9K	0.14%	69
2025 Q4	$294K	Sell	4,202 -698	-14%	-$48.7K	0.13%	73
2025 Q3	$325K	Hold	4,900	–	–	0.18%	71
2025 Q2	$347K	Hold	4,900	–	–	0.21%	62
2025 Q1	$351K	Hold	4,900	–	–	0.23%	64
2024 Q4	$305K	Sell	4,900 -157	-3%	-$10.2K	0.2%	74
2024 Q3	$363K	Sell	5,057 -35	-0.7%	-$2.4K	0.24%	64
2024 Q2	$324K	Hold	5,092	–	–	0.25%	65
2024 Q1	$312K	Sell	5,092 -228	-4%	-$13.7K	0.23%	68
2023 Q4	$314K	Sell	5,320 -2,884	-35%	-$164K	0.24%	68
2023 Q3	$459K	Buy	+8,204	New	+$492K	0.47%	42
2023 Q1	$312K	Buy	+5,092	New	+$308K	0.23%	68

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

Fidelity D&D Bancorp's KO Position: Q1 2026 in Review

Fidelity D&D Bancorp increased its Coca-Cola (KO) stake by 5.9% in Q1 2026, buying an estimated $18.9K and bringing the position to 4,452 shares worth $339K. The position accounts for 0.14% of the portfolio, ranked #69.

Fidelity D&D Bancorp first reported a position in KO in Q1 2023 and has held it in 12 quarters since. The position peaked at $459K in Q3 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Fidelity D&D Bancorp held 4,452 shares of Coca-Cola worth $339K as of Q1 2026.
Fidelity D&D Bancorp bought 250 Coca-Cola shares in Q1 2026, an estimated $18.9K.
Coca-Cola made up 0.14% of Fidelity D&D Bancorp's portfolio in Q1 2026, its #69 holding.
Fidelity D&D Bancorp first reported a position in Coca-Cola in Q1 2023 and has held it in 12 quarters since.
Fidelity D&D Bancorp's Coca-Cola position peaked at $459K in Q3 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q1 2026, filed 30 Apr 2026.