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

Tobias 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	$363K	Sell	4,769 -355	-7%	-$26.8K	0.05%	99
2025 Q4	$358K	Buy	5,124 +1,357	+36%	+$94.6K	0.05%	99
2025 Q3	$250K	Buy	3,767 +229	+6%	+$15.8K	0.04%	114
2025 Q2	$250K	Sell	3,538 -29	-0.8%	-$2.07K	0.04%	103
2025 Q1	$255K	Buy	3,567 +3	+0.1%	+$200	0.05%	93
2024 Q4	$222K	Buy	+3,564	New	+$233K	0.04%	103
2022 Q1	–	Sell	-558,383	Closed	-$33.1M	–	103
2021 Q4	$33.1M	Buy	+558,383	New	+$31.1M	2.6%	14
2020 Q1	–	Sell	-3	Closed	–	–	172
2019 Q4	$0	Buy	+3	New	+$161	﹤0.01%	294

Other funds holding KO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Tobias Financial Advisors reduced its Coca-Cola (KO) stake by 6.9% in Q1 2026, selling an estimated $26.8K and leaving 4,769 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #99.

Tobias Financial Advisors first reported a position in KO in Q4 2019 and has held it in 8 quarters since. The position peaked at $33.1M in Q4 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Tobias Financial Advisors held 4,769 shares of Coca-Cola worth $363K as of Q1 2026.
Tobias Financial Advisors sold 355 Coca-Cola shares in Q1 2026, an estimated $26.8K.
Coca-Cola made up 0.05% of Tobias Financial Advisors's portfolio in Q1 2026, its #99 holding.
Tobias Financial Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 8 quarters since.
Tobias Financial Advisors's Coca-Cola position peaked at $33.1M in Q4 2021.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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