FourThought Financial Partners’s Coca-Cola KO Stock Holding History

FourThought Financial Partners’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	$339K	Sell	4,456 -1,208	-21%	-$91.3K	0.03%	239
2025 Q4	$396K	Buy	5,664 +883	+18%	+$61.6K	0.03%	250
2025 Q3	$317K	Sell	4,781 -1,046	-18%	-$72K	0.03%	305
2025 Q2	$412K	Sell	5,827 -433	-7%	-$30.8K	0.04%	205
2025 Q1	$448K	Sell	6,260 -610	-9%	-$40.7K	0.05%	194
2024 Q4	$428K	Buy	+6,870	New	+$448K	0.04%	202
2024 Q2	–	Sell	-7,750	Closed	-$474K	–	258
2024 Q1	$474K	Buy	7,750 +299	+4%	+$18K	0.05%	204
2023 Q4	$439K	Sell	7,451 -456	-6%	-$25.9K	0.06%	206
2023 Q3	$443K	Buy	7,907 +215	+3%	+$12.9K	0.06%	198
2023 Q2	$463K	Sell	7,692 -100	-1%	-$6.22K	0.06%	199
2023 Q1	$483K	Buy	7,792 +1,159	+17%	+$70.2K	0.07%	190
2022 Q4	$422K	Buy	+6,633	New	+$400K	0.06%	211

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FourThought Financial Partners's KO Position: Q1 2026 in Review

FourThought Financial Partners reduced its Coca-Cola (KO) stake by 21% in Q1 2026, selling an estimated $91.3K and leaving 4,456 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #239.

FourThought Financial Partners first reported a position in KO in Q4 2022 and has held it in 12 quarters since. The position peaked at $483K in Q1 2023. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

FourThought Financial Partners held 4,456 shares of Coca-Cola worth $339K as of Q1 2026.
FourThought Financial Partners sold 1,208 Coca-Cola shares in Q1 2026, an estimated $91.3K.
Coca-Cola made up 0.03% of FourThought Financial Partners's portfolio in Q1 2026, its #239 holding.
FourThought Financial Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Coca-Cola position peaked at $483K in Q1 2023.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.