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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
Q2 		$388K Hold
4,769
– – 0.05% 101
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
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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's KO Position: Q2 2026 in Review

Tobias Financial Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 4,769 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #101.

Tobias Financial Advisors first reported a position in KO in Q4 2019 and has held it in 9 quarters since. The position peaked at $33.1M in Q4 2021. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tobias Financial Advisors held 4,769 shares of Coca-Cola worth $388K as of Q2 2026.
  • Tobias Financial Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Tobias Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Tobias Financial Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 9 quarters since.
  • Tobias Financial Advisors's Coca-Cola position peaked at $33.1M in Q4 2021.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.