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Frederick Financial Consultants’s Coca-Cola KO Stock Holding History

Frederick Financial Consultants’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 		$344K Buy
4,227
+120
+3% +$9.48K 0.15% 78
2026
Q1 		$312K Sell
4,107
-10
-0.2% -$756 0.16% 77
2025
Q4 		$288K Buy
4,117
+197
+5% +$13.7K 0.16% 81
2025
Q3 		$260K Sell
3,920
-14
-0.4% -$964 0.15% 89
2025
Q2 		$278K Sell
3,934
-56
-1% -$3.99K 0.17% 74
2025
Q1 		$286K Buy
3,990
+291
+8% +$19.4K 0.21% 73
2024
Q4 		$230K Buy
+3,699
New +$241K 0.18% 76

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

Frederick Financial Consultants's KO Position: Q2 2026 in Review

Frederick Financial Consultants increased its Coca-Cola (KO) stake by 2.9% in Q2 2026, buying an estimated $9.48K and bringing the position to 4,227 shares worth $344K. The position accounts for 0.15% of the portfolio, ranked #78.

Frederick Financial Consultants first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Frederick Financial Consultants held 4,227 shares of Coca-Cola worth $344K as of Q2 2026.
  • Frederick Financial Consultants bought 120 Coca-Cola shares in Q2 2026, an estimated $9.48K.
  • Coca-Cola made up 0.15% of Frederick Financial Consultants's portfolio in Q2 2026, its #78 holding.
  • Frederick Financial Consultants first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.