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Safe Harbor Fiduciary’s Coca-Cola KO Stock Holding History

Safe Harbor Fiduciary’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 		$274K Sell
3,606
-195
-5% -$14.7K 0.26% 50
2025
Q4 		$266K Buy
+3,801
New +$265K 0.23% 53
2025
Q2 		$517K Buy
7,314
+19
+0.3% +$1.35K 0.49% 44
2025
Q1 		$522K Sell
7,295
-36
-0.5% -$2.4K 0.54% 38
2024
Q4 		$456K Buy
7,331
+172
+2% +$11.2K 0.47% 45
2024
Q3 		$514K Buy
+7,159
New +$490K 0.48% 39

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

Safe Harbor Fiduciary's KO Position: Q1 2026 in Review

Safe Harbor Fiduciary reduced its Coca-Cola (KO) stake by 5.1% in Q1 2026, selling an estimated $14.7K and leaving 3,606 shares worth $274K. The position accounts for 0.26% of the portfolio, ranked #50.

Safe Harbor Fiduciary first reported a position in KO in Q3 2024 and has held it in 6 quarters since. The position peaked at $522K in Q1 2025. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Safe Harbor Fiduciary held 3,606 shares of Coca-Cola worth $274K as of Q1 2026.
  • Safe Harbor Fiduciary sold 195 Coca-Cola shares in Q1 2026, an estimated $14.7K.
  • Coca-Cola made up 0.26% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #50 holding.
  • Safe Harbor Fiduciary first reported a position in Coca-Cola in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Coca-Cola position peaked at $522K in Q1 2025.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.