Financial Advisors’s Coca-Cola KO Stock Holding History

Financial 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
2025 Q3	$259K	Buy	3,901 +1	+0%	+$69	0.05%	71
2025 Q2	$276K	Hold	3,900	–	–	0.05%	68
2025 Q1	$279K	Hold	3,900	–	–	0.06%	68
2024 Q4	$243K	Buy	3,900 +2	+0.1%	+$131	0.05%	73
2024 Q3	$280K	Hold	3,898	–	–	0.05%	66
2024 Q2	$248K	Buy	3,898 +1	+0%	+$62	0.05%	66
2024 Q1	$238K	Hold	3,897	–	–	0.05%	70
2023 Q4	$230K	Sell	3,897 -6	-0.2%	-$341	0.05%	67
2023 Q3	$218K	Buy	3,903 +5	+0.1%	+$300	0.05%	66
2023 Q2	$235K	Sell	3,898 -80	-2%	-$4.98K	0.06%	69
2023 Q1	$247K	Hold	3,978	–	–	0.06%	62
2022 Q4	$253K	Hold	3,978	–	–	0.07%	59
2022 Q3	$219K	Hold	3,978	–	–	0.08%	65
2022 Q2	$250K	Buy	3,978 +22	+0.6%	+$1.4K	0.09%	63
2022 Q1	$245K	Hold	3,956	–	–	0.08%	73
2021 Q4	$234K	Buy	3,956 +14	+0.4%	+$780	0.07%	81
2021 Q3	$207K	Buy	3,942 +23	+0.6%	+$1.28K	0.07%	84
2021 Q2	$212K	Buy	3,919 +25	+0.6%	+$1.36K	0.07%	84
2021 Q1	$205K	Buy	3,894 +145	+4%	+$7.3K	0.08%	79
2020 Q4	$206K	Buy	+3,749	New	+$194K	0.09%	74

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advisors's KO Position: Q3 2025 in Review

Financial Advisors increased its Coca-Cola (KO) stake by 0.03% in Q3 2025, buying an estimated $69 and bringing the position to 3,901 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #71.

Financial Advisors first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $280K in Q3 2024. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Financial Advisors held 3,901 shares of Coca-Cola worth $259K as of Q3 2025.
Financial Advisors bought 1 Coca-Cola share in Q3 2025, an estimated $69.
Coca-Cola made up 0.05% of Financial Advisors's portfolio in Q3 2025, its #71 holding.
Financial Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
Financial Advisors's Coca-Cola position peaked at $280K in Q3 2024.
3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.