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Fiduciary Advisors Inc’s Coca-Cola KO Stock Holding History

Fiduciary Advisors Inc’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 		$171K Buy
2,103
+15
+0.7% +$1.19K 0.12% 43
2026
Q1 		$159K Hold
2,088
– – 0.12% 43
2025
Q4 		$146K Buy
2,088
+30
+1% +$2.09K 0.11% 46
2025
Q3 		$136K Buy
2,058
+15
+0.7% +$1.03K 0.11% 43
2025
Q2 		$145K Buy
2,043
+14
+0.7% +$997 0.13% 42
2025
Q1 		$145K Hold
2,029
– – 0.14% 40
2024
Q4 		$126K Buy
+2,029
New +$132K 0.13% 40

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

Fiduciary Advisors Inc's KO Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Coca-Cola (KO) stake by 0.72% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,103 shares worth $171K. The position accounts for 0.12% of the portfolio, ranked #43.

Fiduciary Advisors Inc first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fiduciary Advisors Inc held 2,103 shares of Coca-Cola worth $171K as of Q2 2026.
  • Fiduciary Advisors Inc bought 15 Coca-Cola shares in Q2 2026, an estimated $1.19K.
  • Coca-Cola made up 0.12% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #43 holding.
  • Fiduciary Advisors Inc first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.