Root Financial Partners’s Coca-Cola KO Stock Holding History

Root Financial Partners’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	$745K	Buy	9,795 +610	+7%	+$46.1K	0.03%	124
2025 Q4	$642K	Buy	9,185 +603	+7%	+$42K	0.03%	132
2025 Q3	$569K	Buy	8,582 +883	+11%	+$60.8K	0.04%	131
2025 Q2	$545K	Buy	7,699 +1,828	+31%	+$130K	0.05%	117
2025 Q1	$420K	Buy	5,871 +254	+5%	+$17K	0.04%	127
2024 Q4	$350K	Buy	5,617 +902	+19%	+$58.9K	0.04%	140
2024 Q3	$339K	Buy	4,715 +1,073	+29%	+$73.5K	0.05%	117
2024 Q2	$232K	Sell	3,642 -919	-20%	-$56.9K	0.05%	102
2024 Q1	$279K	Buy	+4,561	New	+$274K	0.08%	86

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

Root Financial Partners's KO Position: Q1 2026 in Review

Root Financial Partners increased its Coca-Cola (KO) stake by 6.6% in Q1 2026, buying an estimated $46.1K and bringing the position to 9,795 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #124.

Root Financial Partners first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Root Financial Partners held 9,795 shares of Coca-Cola worth $745K as of Q1 2026.
Root Financial Partners bought 610 Coca-Cola shares in Q1 2026, an estimated $46.1K.
Coca-Cola made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #124 holding.
Root Financial Partners first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.