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

Unify 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	$227K	Buy	2,796 +2	+0.1%	+$158	0.21%	85
2026 Q1	$213K	Buy	+2,794	New	+$211K	0.22%	88

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Unify Financial Advisors increased its Coca-Cola (KO) stake by 0.07% in Q2 2026, buying an estimated $158 and bringing the position to 2,796 shares worth $227K. The position accounts for 0.21% of the portfolio, ranked #85.

Unify Financial Advisors first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Unify Financial Advisors held 2,796 shares of Coca-Cola worth $227K as of Q2 2026.
Unify Financial Advisors bought 2 Coca-Cola shares in Q2 2026, an estimated $158.
Coca-Cola made up 0.21% of Unify Financial Advisors's portfolio in Q2 2026, its #85 holding.
Unify Financial Advisors first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.