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Investor's Fiduciary Advisor Network’s Coca-Cola KO Stock Holding History

Investor's Fiduciary Advisor Network’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 		$785K Sell
10,328
-455
-4% -$34.4K 0.24% 111
2025
Q4 		$753K Buy
10,783
+380
+4% +$26.5K 0.16% 134
2025
Q3 		$689K Sell
10,403
-277
-3% -$19.1K 0.23% 108
2025
Q2 		$755K Buy
10,680
+5,611
+111% +$400K 0.28% 98
2025
Q1 		$363K Sell
5,069
-6,271
-55% -$419K 0.17% 126
2024
Q4 		$706K Buy
+11,340
New +$740K 0.27% 92

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

Investor's Fiduciary Advisor Network's KO Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Coca-Cola (KO) stake by 4.2% in Q1 2026, selling an estimated $34.4K and leaving 10,328 shares worth $785K. The position accounts for 0.24% of the portfolio, ranked #111.

Investor's Fiduciary Advisor Network first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 10,328 shares of Coca-Cola worth $785K as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 455 Coca-Cola shares in Q1 2026, an estimated $34.4K.
  • Coca-Cola made up 0.24% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #111 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Coca-Cola in Q4 2024 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 Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.