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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
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 $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

Founders Financial Alliance's KO Position: Q1 2026 in Review

Founders Financial Alliance reduced its Coca-Cola (KO) stake by 1% in Q1 2026, selling an estimated $15.1K and leaving 18,880 shares worth $1.44M. The position accounts for 0.26% of the portfolio, ranked #95.

Founders Financial Alliance first reported a position in KO in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.54M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Founders Financial Alliance held 18,880 shares of Coca-Cola worth $1.44M as of Q1 2026.
  • Founders Financial Alliance sold 200 Coca-Cola shares in Q1 2026, an estimated $15.1K.
  • Coca-Cola made up 0.26% of Founders Financial Alliance's portfolio in Q1 2026, its #95 holding.
  • Founders Financial Alliance first reported a position in Coca-Cola in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Coca-Cola position peaked at $1.54M in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.