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Three Bearings Fiduciary Advisors’s Coca-Cola KO Stock Holding History

Three Bearings Fiduciary 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 		– Sell
-5
Closed -$375 – 378
2025
Q4 		$375 Buy
+5
New +$349 ﹤0.01% 381

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Three Bearings Fiduciary Advisors's KO Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 5 shares — an estimated $375 sold.

Three Bearings Fiduciary Advisors first reported a position in KO in Q4 2025 and held it in 1 quarter. The position peaked at $375 in Q4 2025. 3,563 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 5 Coca-Cola shares in Q1 2026, an estimated $375.
  • Three Bearings Fiduciary Advisors first reported a position in Coca-Cola in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Coca-Cola position peaked at $375 in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.