Back to KO

Financial & Tax Architects, LLC → KO

Financial & Tax Architects, LLC KO Position History

The Coca-Cola Company • Manufacturing

Quarters held
5
Latest value
$8.3M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.2M
Q4 2025$7.4M
Q1 2026$7.5M
Q2 2026$8M
Q3 2026$8.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.3M96.1K——
Q2 2026$8M98.8K——
Q1 2026$7.5M98.1K——
Q4 2025$7.4M105.3K——
Q3 2025$7.2M108.5K——

Other funds holding KO

Other Financial & Tax Architects, LLC positions

VGES

VANGUARD TOTAL STOCK MARKET

$26.4M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$25.9M
FIS

FIDELITY TOTAL BOND ETF

$24.1M
ETHA

ISHARES MSCI EAFE ETF

$23.6M
SPY

STATE STREET SPDR S&P 500 ETF

$22.8M
ETHA

ISHARES CORE U.S. REIT ETF

$22.5M
ETHA

ISHARES MSCI EAFE ETF

$22.4M
ETHA

ISHARES MSCI EAFE ETF

$22.2M