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

Financial Engines 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 		$976K Sell
12,840
-326
-2% -$24.6K ﹤0.01% 307
2025
Q4 		$920K Buy
13,166
+113
+0.9% +$7.88K ﹤0.01% 321
2025
Q3 		$866K Buy
13,053
+552
+4% +$38K ﹤0.01% 321
2025
Q2 		$884K Buy
12,501
+5,964
+91% +$425K ﹤0.01% 308
2025
Q1 		$468K Sell
6,537
-3,783
-37% -$253K ﹤0.01% 331
2024
Q4 		$643K Buy
10,320
+4,847
+89% +$316K ﹤0.01% 301
2024
Q3 		$395K Buy
5,473
+727
+15% +$49.8K ﹤0.01% 303
2024
Q2 		$304K Buy
4,746
+758
+19% +$46.9K ﹤0.01% 305
2024
Q1 		$246K Buy
3,988
+498
+14% +$29.9K ﹤0.01% 312
2023
Q4 		$206K Sell
3,490
-3,566
-51% -$203K ﹤0.01% 305
2023
Q3 		$398K Buy
7,056
+1,941
+38% +$116K ﹤0.01% 219
2023
Q2 		$310K Buy
5,115
+1,810
+55% +$113K ﹤0.01% 241
2023
Q1 		$206K Sell
3,305
-263
-7% -$15.9K ﹤0.01% 280
2022
Q4 		$227K Sell
3,568
-2,291
-39% -$138K ﹤0.01% 268
2022
Q3 		$330K Buy
5,859
+24
+0.4% +$1.49K ﹤0.01% 233
2022
Q2 		$369K Buy
5,835
+647
+12% +$41K ﹤0.01% 227
2022
Q1 		$323K Buy
+5,188
New +$316K ﹤0.01% 245
2021
Q3 		– Sell
-4,911
Closed -$268K – 277
2021
Q2 		$268K Sell
4,911
-190
-4% -$10.3K ﹤0.01% 187
2021
Q1 		$271K Sell
5,101
-375
-7% -$18.9K ﹤0.01% 226
2020
Q4 		$300K Buy
5,476
+239
+5% +$12.4K ﹤0.01% 205
2020
Q3 		$260K Buy
+5,237
New +$252K ﹤0.01% 201
2018
Q4 		– Sell
-143
Closed -$7K – 149
2018
Q3 		$7K Buy
143
+100
+233% +$4.57K ﹤0.01% 105
2018
Q2 		$2K Sell
43
-1
-2% -$43 ﹤0.01% 129
2018
Q1 		$2K Buy
44
+25
+132% +$1.12K ﹤0.01% 120
2017
Q4 		$1K Buy
+19
New +$873 ﹤0.01% 189
2017
Q3 		– Sell
-28
Closed -$1K – 103
2017
Q2 		$1K Buy
+28
New +$1.24K ﹤0.01% 73

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 Engines Advisors's KO Position: Q1 2026 in Review

Financial Engines Advisors reduced its Coca-Cola (KO) stake by 2.5% in Q1 2026, selling an estimated $24.6K and leaving 12,840 shares worth $976K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Financial Engines Advisors first reported a position in KO in Q2 2017 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Financial Engines Advisors held 12,840 shares of Coca-Cola worth $976K as of Q1 2026.
  • Financial Engines Advisors sold 326 Coca-Cola shares in Q1 2026, an estimated $24.6K.
  • Coca-Cola made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #307 holding.
  • Financial Engines Advisors first reported a position in Coca-Cola in Q2 2017 and has held it in 26 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.