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

Souders 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 		$990K Buy
13,023
+49
+0.4% +$3.7K 0.11% 92
2025
Q4 		$907K Buy
12,974
+486
+4% +$33.9K 0.1% 95
2025
Q3 		$828K Sell
12,488
-136
-1% -$9.36K 0.1% 100
2025
Q2 		$893K Buy
12,624
+3,974
+46% +$283K 0.11% 95
2025
Q1 		$620K Buy
8,650
+2,567
+42% +$171K 0.09% 118
2024
Q4 		$379K Buy
6,083
+494
+9% +$32.2K 0.05% 138
2024
Q3 		$402K Buy
5,589
+24
+0.4% +$1.64K 0.06% 131
2024
Q2 		$354K Sell
5,565
-8,628
-61% -$534K 0.05% 138
2024
Q1 		$868K Sell
14,193
-173
-1% -$10.4K 0.14% 97
2023
Q4 		$847K Sell
14,366
-4,073
-22% -$231K 0.14% 97
2023
Q3 		$1.03M Buy
18,439
+4,206
+30% +$252K 0.2% 83
2023
Q2 		$857K Buy
14,233
+8,603
+153% +$535K 0.16% 90
2023
Q1 		$349K Buy
5,630
+60
+1% +$3.63K 0.07% 128
2022
Q4 		$354K Sell
5,570
-28
-0.5% -$1.69K 0.08% 130
2022
Q3 		$314K Sell
5,598
-670
-11% -$41.6K 0.09% 129
2022
Q2 		$394K Sell
6,268
-6,898
-52% -$437K 0.11% 110
2022
Q1 		$816K Buy
13,166
+7,546
+134% +$459K 0.24% 85
2021
Q4 		$333K Buy
5,620
+4
+0.1% +$223 0.1% 115
2021
Q3 		$295K Sell
5,616
-134
-2% -$7.47K 0.1% 114
2021
Q2 		$311K Sell
5,750
-7,616
-57% -$414K 0.1% 110
2021
Q1 		$705K Buy
13,366
+6,531
+96% +$329K 0.28% 74
2020
Q4 		$375K Sell
6,835
-732
-10% -$37.8K 0.16% 89
2020
Q3 		$408K Sell
7,567
-763
-9% -$36.7K 0.19% 82
2020
Q2 		$372K Sell
8,330
-15,172
-65% -$699K 0.21% 78
2020
Q1 		$1.04M Buy
+23,502
New +$1.27M 0.92% 30

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

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

Souders Financial Advisors increased its Coca-Cola (KO) stake by 0.38% in Q1 2026, buying an estimated $3.7K and bringing the position to 13,023 shares worth $990K. The position accounts for 0.11% of the portfolio, ranked #92.

Souders Financial Advisors first reported a position in KO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.04M in Q1 2020. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Souders Financial Advisors held 13,023 shares of Coca-Cola worth $990K as of Q1 2026.
  • Souders Financial Advisors bought 49 Coca-Cola shares in Q1 2026, an estimated $3.7K.
  • Coca-Cola made up 0.11% of Souders Financial Advisors's portfolio in Q1 2026, its #92 holding.
  • Souders Financial Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Coca-Cola position peaked at $1.04M in Q1 2020.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.