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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Florida Financial Advisors's KO Position: Q1 2026 in Review

Florida Financial Advisors increased its Coca-Cola (KO) stake by 0.97% in Q1 2026, buying an estimated $6.96K and bringing the position to 9,608 shares worth $731K. The position accounts for 0.17% of the portfolio, ranked #135.

Florida Financial Advisors first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Florida Financial Advisors held 9,608 shares of Coca-Cola worth $731K as of Q1 2026.
  • Florida Financial Advisors bought 92 Coca-Cola shares in Q1 2026, an estimated $6.96K.
  • Coca-Cola made up 0.17% of Florida Financial Advisors's portfolio in Q1 2026, its #135 holding.
  • Florida Financial Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.