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

Laraway 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 		$608K Sell
7,992
-840
-10% -$63.5K 0.43% 58
2025
Q4 		$617K Buy
8,832
+27
+0.3% +$1.88K 0.4% 56
2025
Q3 		$584K Buy
8,805
+13
+0.1% +$895 0.4% 59
2025
Q2 		$622K Sell
8,792
-9
-0.1% -$641 0.47% 50
2025
Q1 		$630K Sell
8,801
-200
-2% -$13.4K 0.5% 51
2024
Q4 		$560K Buy
9,001
+302
+3% +$19.7K 0.43% 62
2024
Q3 		$625K Buy
8,699
+228
+3% +$15.6K 0.5% 56
2024
Q2 		$539K Buy
8,471
+12
+0.1% +$743 0.46% 59
2024
Q1 		$518K Hold
8,459
– – 0.46% 65
2023
Q4 		$498K Sell
8,459
-26
-0.3% -$1.48K 0.47% 64
2023
Q3 		$475K Buy
8,485
+151
+2% +$9.06K 0.49% 63
2023
Q2 		$502K Sell
8,334
-607
-7% -$37.8K 0.5% 65
2023
Q1 		$555K Sell
8,941
-500
-5% -$30.3K 0.56% 58
2022
Q4 		$601K Buy
9,441
+61
+0.7% +$3.68K 0.63% 52
2022
Q3 		$526K Buy
9,380
+10
+0.1% +$622 0.59% 51
2022
Q2 		$590K Sell
9,370
-380
-4% -$24.1K 0.63% 48
2022
Q1 		$604K Hold
9,750
– – 0.55% 57
2021
Q4 		$577K Buy
+9,750
New +$543K 0.52% 65

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

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

Laraway Financial Advisors reduced its Coca-Cola (KO) stake by 9.5% in Q1 2026, selling an estimated $63.5K and leaving 7,992 shares worth $608K. The position accounts for 0.43% of the portfolio, ranked #58.

Laraway Financial Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $630K in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Laraway Financial Advisors held 7,992 shares of Coca-Cola worth $608K as of Q1 2026.
  • Laraway Financial Advisors sold 840 Coca-Cola shares in Q1 2026, an estimated $63.5K.
  • Coca-Cola made up 0.43% of Laraway Financial Advisors's portfolio in Q1 2026, its #58 holding.
  • Laraway Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Laraway Financial Advisors's Coca-Cola position peaked at $630K in Q1 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.