Fiducient Advisors
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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
Q3 		$238K Sell
2,746
-633
-19% -$54.9K 0.04% 131
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% +$9.7K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fiducient Advisors's KO Position: Q3 2026 in Review

Fiducient Advisors reduced its Coca-Cola (KO) stake by 19% in Q3 2026, selling an estimated $54.9K and leaving 2,746 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #131.

Fiducient Advisors first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $844K in Q4 2020. 2,942 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Fiducient Advisors held 2,746 shares of Coca-Cola worth $238K as of Q3 2026.
  • Fiducient Advisors sold 633 Coca-Cola shares in Q3 2026, an estimated $54.9K.
  • Coca-Cola made up 0.04% of Fiducient Advisors's portfolio in Q3 2026, its #131 holding.
  • Fiducient Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Fiducient Advisors's Coca-Cola position peaked at $844K in Q4 2020.
  • 2,942 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Fiducient Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.