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Fiducient Advisors’s Coca-Cola KO Stock Holding History

Fiducient 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 		$276K Sell
3,379
-11
-0.3% -$869 0.04% 128
2026
Q1 		$260K Sell
3,390
-1,734
-34% -$131K 0.03% 117
2025
Q4 		$358K Hold
5,124
– – 0.04% 131
2025
Q3 		$342K Sell
5,124
-238
-4% -$16.4K 0.04% 115
2025
Q2 		$382K Hold
5,362
– – 0.05% 108
2025
Q1 		$387K Sell
5,362
-406
-7% -$27.1K 0.05% 109
2024
Q4 		$359K Buy
5,768
+34
+0.6% +$2.22K 0.04% 113
2024
Q3 		$415K Sell
5,734
-351
-6% -$24K 0.05% 98
2024
Q2 		$390K Sell
6,085
-1,056
-15% -$65.4K 0.05% 101
2024
Q1 		$440K Buy
7,141
+590
+9% +$35.4K 0.09% 87
2023
Q4 		$386K Buy
6,551
+13
+0.2% +$738 0.07% 89
2023
Q3 		$369K Buy
+6,538
New +$392K 0.02% 81
2023
Q1 		– Sell
-6,114
Closed -$389K – 116
2022
Q4 		$389K Buy
6,114
+271
+5% +$16.4K 0.11% 111
2022
Q3 		$330K Sell
5,843
-700
-11% -$43.5K 0.16% 42
2022
Q2 		$414K Buy
6,543
+700
+12% +$44.4K 0.16% 49
2022
Q1 		$365K Buy
5,843
+159
+3% +$9.67K 0.14% 44
2021
Q4 		$337K Sell
5,684
-1,261
-18% -$70.2K 0.1% 43
2021
Q3 		$364K Sell
6,945
-1,250
-15% -$69.7K 0.11% 67
2021
Q2 		$443K Sell
8,195
-200
-2% -$10.9K 0.14% 42
2021
Q1 		$443K Sell
8,395
-7,000
-45% -$352K 0.14% 46
2020
Q4 		$844K Buy
+15,395
New +$796K 0.31% 27

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

Fiducient Advisors's KO Position: Q2 2026 in Review

Fiducient Advisors reduced its Coca-Cola (KO) stake by 0.32% in Q2 2026, selling an estimated $869 and leaving 3,379 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #128.

Fiducient Advisors first reported a position in KO in Q4 2020 and has held it in 21 quarters since. The position peaked at $844K in Q4 2020. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fiducient Advisors held 3,379 shares of Coca-Cola worth $276K as of Q2 2026.
  • Fiducient Advisors sold 11 Coca-Cola shares in Q2 2026, an estimated $869.
  • Coca-Cola made up 0.04% of Fiducient Advisors's portfolio in Q2 2026, its #128 holding.
  • Fiducient Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • Fiducient Advisors's Coca-Cola position peaked at $844K in Q4 2020.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.