First Affirmative Financial Network’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Buy
+15,436
New +$1.17M 0.46% 39
2025
Q3
$791K Buy
11,930
+1,435
+14% +$98.8K 0.37% 52
2025
Q2
$743K Buy
10,495
+1,542
+17% +$110K 0.38% 59
2025
Q1
$641K Buy
8,953
+999
+13% +$66.7K 0.39% 67
2024
Q4
$495K Buy
7,954
+929
+13% +$60.6K 0.29% 89
2024
Q3
$505K Buy
7,025
+1,415
+25% +$96.9K 0.28% 93
2024
Q2
$357K Buy
5,610
+809
+17% +$50.1K 0.25% 122
2024
Q1
$294K Buy
4,801
+275
+6% +$16.5K 0.22% 155
2023
Q4
$267K Buy
+4,526
New +$257K 0.21% 165
2022
Q1
Sell
-3,970
Closed -$235K 159
2021
Q4
$235K Sell
3,970
-37
-0.9% -$2.06K 0.21% 138
2021
Q3
$210K Buy
+4,007
New +$223K 0.22% 146

Other funds holding KO

First Affirmative Financial Network's KO Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Coca-Cola (KO) in Q1 2026: 15,436 shares worth $1.17M. The stake represents 0.46% of the portfolio and ranks #39 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in KO as recently as Q3 2025.

First Affirmative Financial Network first reported a position in KO in Q3 2021 and has held it in 11 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • First Affirmative Financial Network held 15,436 shares of Coca-Cola worth $1.17M as of Q1 2026.
  • Coca-Cola was a new First Affirmative Financial Network position in Q1 2026.
  • Coca-Cola made up 0.46% of First Affirmative Financial Network's portfolio in Q1 2026, its #39 holding.
  • First Affirmative Financial Network first reported a position in Coca-Cola in Q3 2021 and has held it in 11 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.