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

Resurgent 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 		$240K Buy
3,153
+235
+8% +$17.8K 0.09% 226
2025
Q4 		$204K Buy
+2,918
New +$203K 0.1% 206
2024
Q1 		– Sell
-2,780
Closed -$164K – 355
2023
Q4 		$164K Sell
2,780
-101
-4% -$5.74K 0.1% 185
2023
Q3 		$161K Sell
2,881
-256
-8% -$15.4K 0.11% 168
2023
Q2 		$189K Sell
3,137
-109
-3% -$6.78K 0.12% 154
2023
Q1 		$201K Buy
3,246
+290
+10% +$17.6K 0.13% 148
2022
Q4 		$188K Buy
+2,956
New +$178K 0.1% 212
2022
Q2 		– Sell
-3,546
Closed -$220K – 206
2022
Q1 		$220K Buy
+3,546
New +$216K 0.14% 168

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

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

Resurgent Financial Advisors increased its Coca-Cola (KO) stake by 8.1% in Q1 2026, buying an estimated $17.8K and bringing the position to 3,153 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #226.

Resurgent Financial Advisors first reported a position in KO in Q1 2022 and has held it in 8 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Resurgent Financial Advisors held 3,153 shares of Coca-Cola worth $240K as of Q1 2026.
  • Resurgent Financial Advisors bought 235 Coca-Cola shares in Q1 2026, an estimated $17.8K.
  • Coca-Cola made up 0.09% of Resurgent Financial Advisors's portfolio in Q1 2026, its #226 holding.
  • Resurgent Financial Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 8 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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