Kapstone Financial Advisors’s Coca-Cola KO Stock Holding History

Kapstone Financial 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	$674K	Buy	8,863 +624	+8%	+$47.2K	0.33%	54
2025 Q4	$576K	Buy	8,239 +627	+8%	+$43.7K	0.29%	55
2025 Q3	$505K	Sell	7,612 -72	-0.9%	-$4.96K	0.24%	58
2025 Q2	$544K	Hold	7,684	–	–	0.27%	55
2025 Q1	$550K	Hold	7,684	–	–	0.31%	54
2024 Q4	$483K	Hold	7,684	–	–	0.26%	61
2024 Q3	$552K	Hold	7,684	–	–	0.33%	54
2024 Q2	$489K	Buy	7,684 +448	+6%	+$27.7K	0.32%	56
2024 Q1	$443K	Buy	7,236 +59	+0.8%	+$3.54K	0.3%	61
2023 Q4	$425K	Sell	7,177 -307	-4%	-$17.4K	0.33%	58
2023 Q3	$419K	Sell	7,484 -187	-2%	-$11.2K	0.38%	53
2023 Q2	$474K	Buy	7,671 +108	+1%	+$6.72K	0.39%	55
2023 Q1	$478K	Sell	7,563 -180	-2%	-$10.9K	0.43%	53
2022 Q4	$467K	Buy	+7,743	New	+$467K	0.43%	50

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

Kapstone Financial Advisors's KO Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Coca-Cola (KO) stake by 7.6% in Q1 2026, buying an estimated $47.2K and bringing the position to 8,863 shares worth $674K. The position accounts for 0.33% of the portfolio, ranked #54.

Kapstone Financial Advisors first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Kapstone Financial Advisors held 8,863 shares of Coca-Cola worth $674K as of Q1 2026.
Kapstone Financial Advisors bought 624 Coca-Cola shares in Q1 2026, an estimated $47.2K.
Coca-Cola made up 0.33% of Kapstone Financial Advisors's portfolio in Q1 2026, its #54 holding.
Kapstone Financial Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.