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
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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

SS&H Financial Advisors's KO Position: Q4 2025 in Review

SS&H Financial Advisors held its Coca-Cola (KO) position steady in Q4 2025 at 39,556 shares worth $2.77M. The position accounts for 0.81% of the portfolio, ranked #33.

SS&H Financial Advisors first reported a position in KO in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.84M in Q3 2024. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

SS&H Financial Advisors held 39,556 shares of Coca-Cola worth $2.77M as of Q4 2025.
SS&H Financial Advisors left its Coca-Cola share count unchanged in Q4 2025.
Coca-Cola made up 0.81% of SS&H Financial Advisors's portfolio in Q4 2025, its #33 holding.
SS&H Financial Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Coca-Cola position peaked at $2.84M in Q3 2024.
3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.