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 Q2	$687K	Sell	8,451 -4,997	-37%	-$395K	0.09%	97
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 $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

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

Rollins Financial Advisors reduced its Coca-Cola (KO) stake by 37% in Q2 2026, selling an estimated $395K and leaving 8,451 shares worth $687K. The position accounts for 0.09% of the portfolio, ranked #97.

Rollins Financial Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Rollins Financial Advisors held 8,451 shares of Coca-Cola worth $687K as of Q2 2026.
Rollins Financial Advisors sold 4,997 Coca-Cola shares in Q2 2026, an estimated $395K.
Coca-Cola made up 0.09% of Rollins Financial Advisors's portfolio in Q2 2026, its #97 holding.
Rollins Financial Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Rollins Financial Advisors's Coca-Cola position peaked at $1.02M in Q1 2026.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.