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Financial Avengers’s Coca-Cola KO Stock Holding History

Financial Avengers’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 		$49.9K Hold
657
– – 0.02% 61
2025
Q4 		$45.9K Buy
657
+10
+2% +$697 0.02% 65
2025
Q3 		$42.9K Sell
647
-231
-26% -$15.9K 0.02% 66
2025
Q2 		$62.1K Buy
878
+7
+0.8% +$499 0.03% 56
2025
Q1 		$62.4K Sell
871
-35
-4% -$2.34K 0.03% 56
2024
Q4 		$56.4K Sell
906
-4
-0.4% -$261 0.03% 61
2024
Q3 		$65.4K Buy
910
+7
+0.8% +$479 0.03% 59
2024
Q2 		$57.5K Buy
903
+6
+0.7% +$371 0.03% 54
2024
Q1 		$54.4K Buy
897
+50
+6% +$3K 0.03% 55
2023
Q4 		$49.9K Buy
847
+14
+2% +$795 0.03% 54
2023
Q3 		$46.6K Buy
833
+6
+0.7% +$360 0.03% 57
2023
Q2 		$49.8K Buy
827
+6
+0.7% +$373 0.03% 55
2023
Q1 		$50.9K Hold
821
– – 0.04% 54
2022
Q4 		$52.2K Buy
821
+12
+1% +$724 0.04% 52
2022
Q3 		$45K Buy
809
+6
+0.7% +$373 0.04% 53
2022
Q2 		$51K Buy
803
+5
+0.6% +$317 0.04% 51
2022
Q1 		$49K Hold
798
– – 0.03% 62
2021
Q4 		$47K Buy
798
+12
+2% +$668 0.03% 66
2021
Q3 		$41K Buy
786
+6
+0.8% +$334 0.03% 67
2021
Q2 		$42K Sell
780
-126
-14% -$6.86K 0.03% 68
2021
Q1 		$48K Hold
906
– – 0.04% 62
2020
Q4 		$50K Buy
+906
New +$46.8K 0.04% 58

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

Financial Avengers's KO Position: Q1 2026 in Review

Financial Avengers held its Coca-Cola (KO) position steady in Q1 2026 at 657 shares worth $49.9K. The position accounts for 0.02% of the portfolio, ranked #61.

Financial Avengers first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $65.4K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Financial Avengers held 657 shares of Coca-Cola worth $49.9K as of Q1 2026.
  • Financial Avengers left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.02% of Financial Avengers's portfolio in Q1 2026, its #61 holding.
  • Financial Avengers first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Financial Avengers's Coca-Cola position peaked at $65.4K in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.