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Financial Freedom LLC’s Coca-Cola KO Stock Holding History

Financial Freedom LLC’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
Q2 		– Sell
-1,338
Closed -$102K – 265
2026
Q1 		$102K Buy
1,338
+100
+8% +$7.56K 0.05% 136
2025
Q4 		$86.5K Buy
1,238
+14
+1% +$976 0.04% 147
2025
Q3 		$81.2K Buy
1,224
+9
+0.7% +$619 0.04% 150
2025
Q2 		$86K Buy
1,215
+7
+0.6% +$499 0.05% 144
2025
Q1 		$86.5K Hold
1,208
– – 0.05% 143
2024
Q4 		$75.2K Buy
1,208
+16
+1% +$1.04K 0.04% 143
2024
Q3 		$85.7K Buy
1,192
+8
+0.7% +$548 0.05% 141
2024
Q2 		$75.3K Buy
1,184
+9
+0.8% +$557 0.04% 142
2024
Q1 		$71.9K Hold
1,175
– – 0.04% 141
2023
Q4 		$69.2K Buy
1,175
+17
+1% +$966 0.04% 138
2023
Q3 		$64.8K Sell
1,158
-2
-0.2% -$120 0.05% 138
2023
Q2 		$69.9K Buy
1,160
+8
+0.7% +$498 0.05% 133
2023
Q1 		$71.5K Hold
1,152
– – 0.05% 132
2022
Q4 		$73.3K Buy
+1,152
New +$69.5K 0.05% 130

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Freedom LLC's KO Position: Q2 2026 in Review

Financial Freedom LLC sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 1,338 shares — an estimated $102K sold.

Financial Freedom LLC first reported a position in KO in Q4 2022 and held it in 14 quarters. The position peaked at $102K in Q1 2026. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Financial Freedom LLC reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 1,338 Coca-Cola shares in Q2 2026, an estimated $102K.
  • Financial Freedom LLC first reported a position in Coca-Cola in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Coca-Cola position peaked at $102K in Q1 2026.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.