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Foundations Investment Advisors’s Coca-Cola KO Stock Holding History

Foundations Investment 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 		$5.12M Sell
63,015
-2,506
-4% -$198K 0.05% 248
2026
Q1 		$4.98M Buy
65,521
+13,683
+26% +$1.03M 0.06% 224
2025
Q4 		$3.62M Sell
51,838
-36,485
-41% -$2.54M 0.05% 260
2025
Q3 		$5.86M Sell
88,323
-121,065
-58% -$8.33M 0.09% 180
2025
Q2 		$14.8M Buy
209,388
+59,871
+40% +$4.26M 0.23% 108
2025
Q1 		$10.7M Buy
149,517
+85,754
+134% +$5.73M 0.2% 122
2024
Q4 		$3.97M Buy
63,763
+9,517
+18% +$621K 0.08% 209
2024
Q3 		$3.9M Buy
54,246
+6,089
+13% +$417K 0.08% 203
2024
Q2 		$3.07M Buy
48,157
+860
+2% +$53.2K 0.07% 195
2024
Q1 		$2.89M Sell
47,297
-73
-0.2% -$4.38K 0.08% 200
2023
Q4 		$2.89M Buy
47,370
+1,513
+3% +$85.9K 0.08% 188
2023
Q3 		$2.57M Buy
45,857
+5,661
+14% +$340K 0.08% 193
2023
Q2 		$2.42M Buy
40,196
+885
+2% +$55.1K 0.08% 173
2023
Q1 		$2.44M Buy
39,311
+7,531
+24% +$456K 0.09% 144
2022
Q4 		$2.02M Buy
31,780
+13,764
+76% +$831K 0.08% 129
2022
Q3 		$1.01M Buy
18,016
+243
+1% +$15.1K 0.04% 172
2022
Q2 		$1.13M Buy
17,773
+2,334
+15% +$148K 0.05% 129
2022
Q1 		$1M Buy
15,439
+1,439
+10% +$87.5K 0.04% 129
2021
Q4 		$848K Buy
14,000
+6,638
+90% +$370K 0.03% 140
2021
Q3 		$391K Buy
7,362
+2,054
+39% +$114K 0.02% 224
2021
Q2 		$289K Sell
5,308
-319
-6% -$17.4K 0.01% 243
2021
Q1 		$300K Buy
5,627
+417
+8% +$21K 0.02% 180
2020
Q4 		$266K Sell
5,210
-74
-1% -$3.83K 0.02% 154
2020
Q3 		$261K Buy
+5,284
New +$254K 0.06% 145

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's KO Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Coca-Cola (KO) stake by 3.8% in Q2 2026, selling an estimated $198K and leaving 63,015 shares worth $5.12M. The position accounts for 0.05% of the portfolio, ranked #248.

Foundations Investment Advisors first reported a position in KO in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.8M in Q2 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Foundations Investment Advisors held 63,015 shares of Coca-Cola worth $5.12M as of Q2 2026.
  • Foundations Investment Advisors sold 2,506 Coca-Cola shares in Q2 2026, an estimated $198K.
  • Coca-Cola made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #248 holding.
  • Foundations Investment Advisors first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • Foundations Investment Advisors's Coca-Cola position peaked at $14.8M in Q2 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.