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SS&H Financial Advisors’s Coca-Cola KO Stock Holding History

SS&H 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 		$3.21M Buy
+39,556
New +$3.12M 0.82% 31
2025
Q4 		$2.77M Hold
39,556
– – 0.81% 33
2025
Q3 		$2.62M Hold
39,556
– – 0.8% 34
2025
Q2 		$2.8M Hold
39,556
– – 0.94% 28
2025
Q1 		$2.83M Hold
39,556
– – 1.06% 27
2024
Q4 		$2.46M Hold
39,556
– – 0.9% 32
2024
Q3 		$2.84M Sell
39,556
-2,500
-6% -$171K 1.04% 23
2024
Q2 		$2.68M Sell
42,056
-1,450
-3% -$89.8K 1.04% 25
2024
Q1 		$2.66M Hold
43,506
– – 1.11% 23
2023
Q4 		$2.56M Sell
43,506
-100
-0.2% -$5.68K 1.09% 24
2023
Q3 		$2.44M Buy
+43,606
New +$2.62M 1.14% 23
2023
Q1 		$2.77M Hold
44,606
– – 1.27% 23
2022
Q4 		$2.84M Hold
44,606
– – 1.35% 21
2022
Q3 		$2.5M Hold
44,606
– – 1.29% 23
2022
Q2 		$2.81M Buy
44,606
+356
+0.8% +$22.6K 1.3% 24
2022
Q1 		$2.74M Buy
+44,250
New +$2.69M 1.07% 26

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SS&H Financial Advisors's KO Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 39,556 shares worth $3.21M. The stake represents 0.82% of the portfolio and ranks #31 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in KO as recently as Q4 2025.

SS&H Financial Advisors first reported a position in KO in Q1 2022 and has held it in 16 quarters since. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SS&H Financial Advisors held 39,556 shares of Coca-Cola worth $3.21M as of Q2 2026.
  • Coca-Cola was a new SS&H Financial Advisors position in Q2 2026.
  • Coca-Cola made up 0.82% of SS&H Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • SS&H Financial Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 16 quarters since.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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