PFA
KO icon

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

Pure 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 		$1.16M Buy
15,287
+903
+6% +$68.3K 0.02% 208
2025
Q4 		$1.01M Buy
14,384
+4,608
+47% +$321K 0.01% 213
2025
Q3 		$648K Buy
9,776
+110
+1% +$7.57K 0.01% 261
2025
Q2 		$684K Buy
9,666
+1,585
+20% +$113K 0.01% 245
2025
Q1 		$579K Buy
8,081
+2,418
+43% +$161K 0.01% 221
2024
Q4 		$353K Sell
5,663
-4,092
-42% -$267K 0.01% 262
2024
Q3 		$701K Buy
9,755
+4,757
+95% +$326K 0.02% 183
2024
Q2 		$318K Sell
4,998
-147
-3% -$9.1K 0.01% 250
2024
Q1 		$315K Sell
5,145
-565
-10% -$33.9K 0.01% 247
2023
Q4 		$336K Buy
5,710
+765
+15% +$43.5K 0.01% 237
2023
Q3 		$277K Sell
4,945
-596
-11% -$35.7K 0.01% 223
2023
Q2 		$334K Buy
5,541
+405
+8% +$25.2K 0.01% 200
2023
Q1 		$319K Buy
5,136
+752
+17% +$45.5K 0.01% 197
2022
Q4 		$279K Buy
4,384
+270
+7% +$16.3K 0.01% 200
2022
Q3 		$230K Sell
4,114
-4,591
-53% -$285K 0.01% 207
2022
Q2 		$548K Buy
8,705
+4,695
+117% +$298K 0.03% 146
2022
Q1 		$249K Buy
4,010
+475
+13% +$28.9K 0.01% 200
2021
Q4 		$209K Buy
+3,535
New +$197K 0.01% 206

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

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

Pure Financial Advisors increased its Coca-Cola (KO) stake by 6.3% in Q1 2026, buying an estimated $68.3K and bringing the position to 15,287 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #208.

Pure Financial Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Pure Financial Advisors held 15,287 shares of Coca-Cola worth $1.16M as of Q1 2026.
  • Pure Financial Advisors bought 903 Coca-Cola shares in Q1 2026, an estimated $68.3K.
  • Coca-Cola made up 0.02% of Pure Financial Advisors's portfolio in Q1 2026, its #208 holding.
  • Pure Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.