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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiducient Advisors's KO Position: Q1 2026 in Review

Fiducient Advisors reduced its Coca-Cola (KO) stake by 34% in Q1 2026, selling an estimated $131K and leaving 3,390 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #117.

Fiducient Advisors first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $844K in Q4 2020. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fiducient Advisors held 3,390 shares of Coca-Cola worth $260K as of Q1 2026.
  • Fiducient Advisors sold 1,734 Coca-Cola shares in Q1 2026, an estimated $131K.
  • Coca-Cola made up 0.03% of Fiducient Advisors's portfolio in Q1 2026, its #117 holding.
  • Fiducient Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
  • Fiducient Advisors's Coca-Cola position peaked at $844K in Q4 2020.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.