Francis Financial’s Coca-Cola KO Stock Holding History

Francis Financial’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	$210K	Buy	+2,761	New	+$209K	0.04%	112
2025 Q4	–	Sell	-2,506	Closed	-$264K	–	124
2025 Q3	$264K	Buy	+2,506	New	+$172K	0.05%	105
2023 Q2	–	Sell	-4,456	Closed	-$276K	–	47
2023 Q1	$276K	Buy	4,456 +187	+4%	+$11.3K	0.19%	38
2022 Q4	$272K	Buy	4,269 +92	+2%	+$5.55K	0.25%	34
2022 Q3	$234K	Buy	+4,177	New	+$260K	0.24%	30

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

Francis Financial's KO Position: Q1 2026 in Review

Francis Financial opened a new position in Coca-Cola (KO) in Q1 2026: 2,761 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings. This is a return to the name: Francis Financial previously reported a position in KO as recently as Q3 2025.

Francis Financial first reported a position in KO in Q3 2022 and has held it in 5 quarters since. The position peaked at $276K in Q1 2023. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Francis Financial held 2,761 shares of Coca-Cola worth $210K as of Q1 2026.
Coca-Cola was a new Francis Financial position in Q1 2026.
Coca-Cola made up 0.04% of Francis Financial's portfolio in Q1 2026, its #112 holding.
Francis Financial first reported a position in Coca-Cola in Q3 2022 and has held it in 5 quarters since.
Francis Financial's Coca-Cola position peaked at $276K in Q1 2023.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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