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

ROI 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	$1.5M	Buy	18,439 +5	+0%	+$395	0.78%	31
2026 Q1	$1.4M	Sell	18,434 -750	-4%	-$56.7K	0.84%	29
2025 Q4	$1.34M	Sell	19,184 -94	-0.5%	-$6.55K	0.77%	30
2025 Q3	$1.28M	Sell	19,278 -795	-4%	-$54.7K	0.76%	30
2025 Q2	$1.42M	Sell	20,073 -607	-3%	-$43.2K	0.9%	27
2025 Q1	$1.48M	Sell	20,680 -1,279	-6%	-$85.4K	1.08%	25
2024 Q4	$1.37M	Sell	21,959 -774	-3%	-$50.5K	0.93%	28
2024 Q3	$1.63M	Sell	22,733 -634	-3%	-$43.4K	1.13%	26
2024 Q2	$1.49M	Sell	23,367 -598	-2%	-$37K	1.08%	24
2024 Q1	$1.47M	Sell	23,965 -4,225	-15%	-$254K	1.15%	25
2023 Q4	$1.66M	Buy	+28,190	New	+$1.6M	1.37%	23

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

ROI Financial Advisors increased its Coca-Cola (KO) stake by 0.03% in Q2 2026, buying an estimated $395 and bringing the position to 18,439 shares worth $1.5M. The position accounts for 0.78% of the portfolio, ranked #31.

ROI Financial Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2023. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

ROI Financial Advisors held 18,439 shares of Coca-Cola worth $1.5M as of Q2 2026.
ROI Financial Advisors bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
Coca-Cola made up 0.78% of ROI Financial Advisors's portfolio in Q2 2026, its #31 holding.
ROI Financial Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
ROI Financial Advisors's Coca-Cola position peaked at $1.66M in Q4 2023.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.