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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
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
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

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

ROI Financial Advisors reduced its Coca-Cola (KO) stake by 3.9% in Q1 2026, selling an estimated $56.7K and leaving 18,434 shares worth $1.4M. The position accounts for 0.84% of the portfolio, ranked #29.

ROI Financial Advisors first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.66M in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • ROI Financial Advisors held 18,434 shares of Coca-Cola worth $1.4M as of Q1 2026.
  • ROI Financial Advisors sold 750 Coca-Cola shares in Q1 2026, an estimated $56.7K.
  • Coca-Cola made up 0.84% of ROI Financial Advisors's portfolio in Q1 2026, its #29 holding.
  • ROI Financial Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's Coca-Cola position peaked at $1.66M in Q4 2023.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.