Financial Security Advisor’s Coca-Cola KO Stock Holding History

Financial Security Advisor’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	$1.81M	Sell	22,108 -498	-2%	-$39.3K	0.29%	39
2026 Q1	$1.73M	Sell	22,606 -669	-3%	-$50.6K	0.32%	37
2025 Q4	$1.63M	Sell	23,275 -320	-1%	-$22.3K	0.31%	38
2025 Q3	$1.58M	Buy	23,595 +193	+0.8%	+$13.3K	0.34%	36
2025 Q2	$1.67M	Buy	23,402 +19	+0.1%	+$1.35K	0.38%	33
2025 Q1	$1.69M	Sell	23,383 -455	-2%	-$30.4K	0.43%	30
2024 Q4	$1.48M	Buy	23,838 +270	+1%	+$17.6K	0.38%	32
2024 Q3	$1.71M	Buy	23,568 +182	+0.8%	+$12.5K	0.42%	31
2024 Q2	$1.5M	Sell	23,386 -474	-2%	-$29.3K	0.5%	30
2024 Q1	$1.47M	Sell	23,860 -185	-0.8%	-$11.1K	0.51%	30
2023 Q4	$1.42M	Buy	24,045 +1,256	+6%	+$71.3K	0.56%	30
2023 Q3	$1.29M	Buy	+22,789	New	+$1.37M	0.59%	27

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Security Advisor's KO Position: Q2 2026 in Review

Financial Security Advisor reduced its Coca-Cola (KO) stake by 2.2% in Q2 2026, selling an estimated $39.3K and leaving 22,108 shares worth $1.81M. The position accounts for 0.29% of the portfolio, ranked #39.

Financial Security Advisor first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Financial Security Advisor held 22,108 shares of Coca-Cola worth $1.81M as of Q2 2026.
Financial Security Advisor sold 498 Coca-Cola shares in Q2 2026, an estimated $39.3K.
Coca-Cola made up 0.29% of Financial Security Advisor's portfolio in Q2 2026, its #39 holding.
Financial Security Advisor first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.