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Founders Financial Alliance’s Coca-Cola KO Stock Holding History

Founders Financial Alliance’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 		$1.54M Buy
19,007
+127
+0.7% +$10K 0.2% 108
2026
Q1 		$1.44M Sell
18,880
-200
-1% -$15.1K 0.26% 95
2025
Q4 		$1.33M Buy
19,080
+184
+1% +$12.8K 0.25% 99
2025
Q3 		$1.25M Sell
18,896
-1,212
-6% -$83.4K 0.24% 96
2025
Q2 		$1.42M Sell
20,108
-1,363
-6% -$97.1K 0.32% 72
2025
Q1 		$1.54M Buy
21,471
+704
+3% +$47K 0.37% 62
2024
Q4 		$1.29M Buy
20,767
+225
+1% +$14.7K 0.36% 62
2024
Q3 		$1.48M Buy
20,542
+412
+2% +$28.2K 0.41% 55
2024
Q2 		$1.28M Sell
20,130
-624
-3% -$38.6K 0.38% 56
2024
Q1 		$1.27M Sell
20,754
-1,702
-8% -$102K 0.38% 62
2023
Q4 		$1.32M Sell
22,456
-592
-3% -$33.6K 0.51% 39
2023
Q3 		$1.29M Sell
23,048
-1,479
-6% -$88.7K 0.56% 37
2023
Q2 		$1.48M Buy
24,527
+2,261
+10% +$141K 0.58% 38
2023
Q1 		$1.4M Sell
22,266
-945
-4% -$57.2K 0.7% 34
2022
Q4 		$1.48M Buy
23,211
+298
+1% +$18K 0.68% 38
2022
Q3 		$1.28M Buy
22,913
+9,270
+68% +$576K 0.65% 37
2022
Q2 		$858K Sell
13,643
-9,420
-41% -$597K 0.44% 60
2022
Q1 		$1.43M Sell
23,063
-438
-2% -$26.6K 0.64% 38
2021
Q4 		$1.39M Sell
23,501
-696
-3% -$38.8K 0.56% 44
2021
Q3 		$1.27M Sell
24,197
-295
-1% -$16.4K 0.59% 40
2021
Q2 		$1.32M Buy
24,492
+1,283
+6% +$69.8K 0.6% 38
2021
Q1 		$1.25M Sell
23,209
-987
-4% -$49.7K 0.61% 38
2020
Q4 		$1.33M Buy
24,196
+1,265
+6% +$65.4K 0.75% 31
2020
Q3 		$1.13M Buy
+22,931
New +$1.1M 0.68% 31

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

Founders Financial Alliance's KO Position: Q2 2026 in Review

Founders Financial Alliance increased its Coca-Cola (KO) stake by 0.67% in Q2 2026, buying an estimated $10K and bringing the position to 19,007 shares worth $1.54M. The position accounts for 0.2% of the portfolio, ranked #108.

Founders Financial Alliance first reported a position in KO in Q3 2020 and has held it in 24 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Founders Financial Alliance held 19,007 shares of Coca-Cola worth $1.54M as of Q2 2026.
  • Founders Financial Alliance bought 127 Coca-Cola shares in Q2 2026, an estimated $10K.
  • Coca-Cola made up 0.2% of Founders Financial Alliance's portfolio in Q2 2026, its #108 holding.
  • Founders Financial Alliance first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.