First Command Advisory Services’s Coca-Cola KO Stock Holding History

First Command Advisory Services’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 Q3	$1.03M	Sell	11,948 -3,097	-21%	-$269K	0.01%	91
2026 Q2	$1.22M	Sell	15,045 -3,086	-17%	-$244K	0.01%	79
2026 Q1	$1.38M	Buy	18,131 +231	+1%	+$17.5K	0.01%	74
2025 Q4	$1.25M	Sell	17,900 -573	-3%	-$39.9K	0.01%	74
2025 Q3	$1.23M	Buy	18,473 +471	+3%	+$32.4K	0.01%	78
2025 Q2	$1.27M	Buy	18,002 +508	+3%	+$36.2K	0.01%	68
2025 Q1	$1.25M	Buy	17,494 +264	+2%	+$17.6K	0.01%	67
2024 Q4	$1.07M	Buy	17,230 +946	+6%	+$61.8K	0.01%	71
2024 Q3	$1.17M	Buy	16,284 +477	+3%	+$32.7K	0.01%	69
2024 Q2	$1.01M	Sell	15,807 -245	-2%	-$15.2K	0.01%	64
2024 Q1	$980K	Sell	16,052 -679	-4%	-$40.8K	0.01%	68
2023 Q4	$986K	Buy	16,731 +33	+0.2%	+$1.87K	0.01%	57
2023 Q3	$935K	Buy	16,698 +16,695	+556,500%	+$1M	0.01%	58
2023 Q2	$181	Buy	+3	New	+$187	﹤0.01%	52
2023 Q1	–	Sell	-92	Closed	–	–	177
2022 Q4	$0	Sell	92 -78	-46%	-$4.71K	﹤0.01%	138
2022 Q3	$0	Buy	+170	New	+$10.6K	﹤0.01%	104

Other funds holding KO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

First Command Advisory Services's KO Position: Q3 2026 in Review

First Command Advisory Services reduced its Coca-Cola (KO) stake by 21% in Q3 2026, selling an estimated $269K and leaving 11,948 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #91.

First Command Advisory Services first reported a position in KO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.38M in Q1 2026. 2,947 funds tracked by Wall St. Rank hold KO as of Q3 2026.

First Command Advisory Services held 11,948 shares of Coca-Cola worth $1.03M as of Q3 2026.
First Command Advisory Services sold 3,097 Coca-Cola shares in Q3 2026, an estimated $269K.
Coca-Cola made up 0.01% of First Command Advisory Services's portfolio in Q3 2026, its #91 holding.
First Command Advisory Services first reported a position in Coca-Cola in Q3 2022 and has held it in 16 quarters since.
First Command Advisory Services's Coca-Cola position peaked at $1.38M in Q1 2026.
2,947 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on First Command Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.