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

Rollins 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	$1.02M	Hold	13,448	–	–	0.16%	66
2025 Q4	$940K	Buy	13,448 +8,311	+162%	+$579K	0.14%	65
2025 Q3	$341K	Buy	5,137 +97	+2%	+$6.68K	0.05%	111
2025 Q2	$357K	Sell	5,040 -563	-10%	-$40.1K	0.06%	97
2025 Q1	$401K	Sell	5,603 -108	-2%	-$7.21K	0.07%	88
2024 Q4	$356K	Sell	5,711 -1,615	-22%	-$105K	0.06%	96
2024 Q3	$526K	Buy	7,326 +23	+0.3%	+$1.57K	0.09%	75
2024 Q2	$465K	Buy	7,303 +34	+0.5%	+$2.1K	0.08%	76
2024 Q1	$445K	Buy	7,269 +3,108	+75%	+$187K	0.08%	78
2023 Q4	$245K	Buy	+4,161	New	+$236K	0.05%	92

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

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

Rollins Financial Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 13,448 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #66.

Rollins Financial Advisors first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Rollins Financial Advisors held 13,448 shares of Coca-Cola worth $1.02M as of Q1 2026.
Rollins Financial Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.16% of Rollins Financial Advisors's portfolio in Q1 2026, its #66 holding.
Rollins Financial Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.