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

Longview 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
Q2 		– Sell
-2,116
Closed -$161K – 105
2026
Q1 		$161K Buy
+2,116
New +$160K 0.1% 49
2024
Q4 		– Sell
-3,187
Closed -$229K – 47
2024
Q3 		$229K Buy
+3,187
New +$218K 0.17% 43

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 $3.37T AUM 44.26% 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

Longview Financial Advisors's KO Position: Q2 2026 in Review

Longview Financial Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 2,116 shares — an estimated $161K sold.

Longview Financial Advisors first reported a position in KO in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q3 2024. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Longview Financial Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Longview Financial Advisors sold 2,116 Coca-Cola shares in Q2 2026, an estimated $161K.
  • Longview Financial Advisors first reported a position in Coca-Cola in Q3 2024 and held it in 2 quarters.
  • Longview Financial Advisors's Coca-Cola position peaked at $229K in Q3 2024.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.