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Fountainhead AM’s Coca-Cola KO Stock Holding History

Fountainhead AM’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 		$383K Buy
5,033
+1,618
+47% +$122K 0.34% 55
2025
Q4 		$239K Sell
3,415
-3,307
-49% -$231K 0.35% 54
2025
Q3 		$446K Buy
6,722
+162
+2% +$11.2K 0.06% 130
2025
Q2 		$464K Buy
6,560
+510
+8% +$36.3K 0.07% 121
2025
Q1 		$433K Buy
6,050
+1,041
+21% +$69.5K 0.07% 105
2024
Q4 		$312K Buy
5,009
+990
+25% +$64.6K 0.06% 121
2024
Q3 		$289K Buy
4,019
+47
+1% +$3.22K 0.06% 111
2024
Q2 		$253K Buy
3,972
+139
+4% +$8.6K 0.06% 110
2024
Q1 		$235K Buy
3,833
+38
+1% +$2.28K 0.06% 118
2023
Q4 		$224K Buy
3,795
+205
+6% +$11.6K 0.06% 107
2023
Q3 		$201K Buy
3,590
+220
+7% +$13.2K 0.07% 88
2023
Q2 		$203K Buy
+3,370
New +$210K 0.07% 80

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

Fountainhead AM's KO Position: Q1 2026 in Review

Fountainhead AM increased its Coca-Cola (KO) stake by 47% in Q1 2026, buying an estimated $122K and bringing the position to 5,033 shares worth $383K. The position accounts for 0.34% of the portfolio, ranked #55.

Fountainhead AM first reported a position in KO in Q2 2023 and has held it in 12 quarters since. The position peaked at $464K in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fountainhead AM held 5,033 shares of Coca-Cola worth $383K as of Q1 2026.
  • Fountainhead AM bought 1,618 Coca-Cola shares in Q1 2026, an estimated $122K.
  • Coca-Cola made up 0.34% of Fountainhead AM's portfolio in Q1 2026, its #55 holding.
  • Fountainhead AM first reported a position in Coca-Cola in Q2 2023 and has held it in 12 quarters since.
  • Fountainhead AM's Coca-Cola position peaked at $464K in Q2 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.