Financial Advisors Network’s Coca-Cola KO Stock Holding History

Financial Advisors Network’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	$348K	Sell	4,575 -2,267	-33%	-$171K	0.05%	143
2025 Q4	$478K	Buy	6,842 +246	+4%	+$17.1K	0.07%	115
2025 Q3	$437K	Buy	6,596 +377	+6%	+$25.9K	0.06%	119
2025 Q2	$440K	Buy	6,219 +838	+16%	+$59.7K	0.07%	114
2025 Q1	$385K	Buy	+5,381	New	+$359K	0.06%	120
2022 Q4	$356K	Buy	5,602 +1,365	+32%	+$82.4K	0.09%	85
2022 Q3	$237K	Buy	4,237 +585	+16%	+$36.4K	0.07%	98
2022 Q2	$230K	Buy	+3,652	New	+$232K	0.06%	106
2019 Q1	–	Sell	-6,124	Closed	-$290K	–	109
2018 Q4	$290K	Buy	+6,124	New	+$293K	0.18%	76
2018 Q2	$297K	Buy	+6,768	New	+$292K	0.18%	73
2017 Q4	$845K	Sell	18,425 -275	-1%	-$12.6K	0.57%	36
2017 Q3	$842K	Buy	18,700 +2,260	+14%	+$103K	0.67%	36
2017 Q2	$737K	Buy	16,440 +117	+0.7%	+$5.17K	0.61%	36
2017 Q1	$712K	Buy	16,323 +874	+6%	+$36.5K	0.62%	38
2016 Q4	$640K	Buy	+15,449	New	+$643K	0.54%	40

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

Financial Advisors Network's KO Position: Q1 2026 in Review

Financial Advisors Network reduced its Coca-Cola (KO) stake by 33% in Q1 2026, selling an estimated $171K and leaving 4,575 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #143.

Financial Advisors Network first reported a position in KO in Q4 2016 and has held it in 15 quarters since. The position peaked at $845K in Q4 2017. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Financial Advisors Network held 4,575 shares of Coca-Cola worth $348K as of Q1 2026.
Financial Advisors Network sold 2,267 Coca-Cola shares in Q1 2026, an estimated $171K.
Coca-Cola made up 0.05% of Financial Advisors Network's portfolio in Q1 2026, its #143 holding.
Financial Advisors Network first reported a position in Coca-Cola in Q4 2016 and has held it in 15 quarters since.
Financial Advisors Network's Coca-Cola position peaked at $845K in Q4 2017.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.