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FSA Advisors’s Coca-Cola KO Stock Holding History

FSA Advisors’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 		$301K Buy
+3,952
New +$299K 0.2% 149
2025
Q2 		– Sell
-3,952
Closed -$283K – 192
2025
Q1 		$283K Buy
+3,952
New +$264K 0.22% 135
2024
Q4 		– Sell
-3,309
Closed -$229K – 162
2024
Q3 		$229K Sell
3,309
-570
-15% -$39K 0.23% 122
2024
Q2 		$243K Sell
3,879
-151
-4% -$9.35K 0.25% 118
2024
Q1 		$247K Buy
4,030
+43
+1% +$2.58K 0.26% 113
2023
Q4 		$235K Buy
+3,987
New +$226K 0.29% 102

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

FSA Advisors's KO Position: Q1 2026 in Review

FSA Advisors opened a new position in Coca-Cola (KO) in Q1 2026: 3,952 shares worth $301K. The stake represents 0.2% of the portfolio and ranks #149 among its holdings. This is a return to the name: FSA Advisors previously reported a position in KO as recently as Q1 2025.

FSA Advisors first reported a position in KO in Q4 2023 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • FSA Advisors held 3,952 shares of Coca-Cola worth $301K as of Q1 2026.
  • Coca-Cola was a new FSA Advisors position in Q1 2026.
  • Coca-Cola made up 0.2% of FSA Advisors's portfolio in Q1 2026, its #149 holding.
  • FSA Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.