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1620 Investment Advisors’s Coca-Cola KO Stock Holding History

1620 Investment 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 		$61K Hold
751
– – 0.04% 307
2026
Q1 		$57.1K Sell
751
-4
-0.5% -$302 0.04% 297
2025
Q4 		$52.8K Hold
755
– – 0.04% 299
2025
Q3 		$50.1K Hold
755
– – 0.03% 291
2025
Q2 		$53.4K Sell
755
-110
-13% -$7.84K 0.04% 297
2025
Q1 		$62K Sell
865
-59
-6% -$3.94K 0.05% 274
2024
Q4 		$57.5K Buy
924
+40
+5% +$2.61K 0.04% 287
2024
Q3 		$63.5K Sell
884
-679
-43% -$46.5K 0.05% 274
2024
Q2 		$99.5K Buy
+1,563
New +$96.8K 0.08% 219

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 $3.37T AUM 44.26% 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

1620 Investment Advisors's KO Position: Q2 2026 in Review

1620 Investment Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 751 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #307.

1620 Investment Advisors first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $99.5K in Q2 2024. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • 1620 Investment Advisors held 751 shares of Coca-Cola worth $61K as of Q2 2026.
  • 1620 Investment Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #307 holding.
  • 1620 Investment Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's Coca-Cola position peaked at $99.5K in Q2 2024.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.