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

Plotkin 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	$609K	Buy	8,009 +49	+0.6%	+$3.7K	0.31%	48
2025 Q4	$556K	Hold	7,960	–	–	0.27%	54
2025 Q3	$528K	Hold	7,960	–	–	0.26%	56
2025 Q2	$563K	Hold	7,960	–	–	0.31%	49
2025 Q1	$570K	Hold	7,960	–	–	0.35%	42
2024 Q4	$496K	Hold	7,960	–	–	0.29%	47
2024 Q3	$572K	Buy	7,960 +68	+0.9%	+$4.66K	0.34%	43
2024 Q2	$502K	Hold	7,892	–	–	0.32%	45
2024 Q1	$483K	Buy	+7,892	New	+$474K	0.32%	49

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

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

Plotkin Financial Advisors increased its Coca-Cola (KO) stake by 0.62% in Q1 2026, buying an estimated $3.7K and bringing the position to 8,009 shares worth $609K. The position accounts for 0.31% of the portfolio, ranked #48.

Plotkin Financial Advisors first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Plotkin Financial Advisors held 8,009 shares of Coca-Cola worth $609K as of Q1 2026.
Plotkin Financial Advisors bought 49 Coca-Cola shares in Q1 2026, an estimated $3.7K.
Coca-Cola made up 0.31% of Plotkin Financial Advisors's portfolio in Q1 2026, its #48 holding.
Plotkin Financial Advisors first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.