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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
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 $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

Foundations Investment Advisors's KO Position: Q1 2026 in Review

Foundations Investment Advisors increased its Coca-Cola (KO) stake by 26% in Q1 2026, buying an estimated $1.03M and bringing the position to 65,521 shares worth $4.98M. The position accounts for 0.06% of the portfolio, ranked #224.

Foundations Investment Advisors first reported a position in KO in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.8M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Foundations Investment Advisors held 65,521 shares of Coca-Cola worth $4.98M as of Q1 2026.
  • Foundations Investment Advisors bought 13,683 Coca-Cola shares in Q1 2026, an estimated $1.03M.
  • Coca-Cola made up 0.06% of Foundations Investment Advisors's portfolio in Q1 2026, its #224 holding.
  • Foundations Investment Advisors first reported a position in Coca-Cola in Q3 2020 and has held it in 23 quarters since.
  • Foundations Investment Advisors's Coca-Cola position peaked at $14.8M in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.