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

Florida Financial 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
Q2 		$699K Sell
8,597
-1,011
-11% -$79.8K 0.12% 170
2026
Q1 		$731K Buy
9,608
+92
+1% +$6.96K 0.17% 135
2025
Q4 		$662K Buy
9,516
+1,336
+16% +$93.1K 0.18% 124
2025
Q3 		$543K Sell
8,180
-927
-10% -$63.8K 0.17% 135
2025
Q2 		$644K Buy
9,107
+711
+8% +$50.6K 0.21% 113
2025
Q1 		$601K Buy
8,396
+833
+11% +$55.6K 0.24% 90
2024
Q4 		$471K Buy
7,563
+2,219
+42% +$145K 0.21% 96
2024
Q3 		$384K Buy
5,344
+317
+6% +$21.7K 0.2% 100
2024
Q2 		$320K Sell
5,027
-22
-0.4% -$1.36K 0.19% 90
2024
Q1 		$309K Sell
5,049
-669
-12% -$40.2K 0.23% 81
2023
Q4 		$337K Buy
+5,718
New +$325K 0.31% 60

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

Florida Financial Advisors's KO Position: Q2 2026 in Review

Florida Financial Advisors reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $79.8K and leaving 8,597 shares worth $699K. The position accounts for 0.12% of the portfolio, ranked #170.

Florida Financial Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $731K in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Florida Financial Advisors held 8,597 shares of Coca-Cola worth $699K as of Q2 2026.
  • Florida Financial Advisors sold 1,011 Coca-Cola shares in Q2 2026, an estimated $79.8K.
  • Coca-Cola made up 0.12% of Florida Financial Advisors's portfolio in Q2 2026, its #170 holding.
  • Florida Financial Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's Coca-Cola position peaked at $731K in Q1 2026.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.