5th Street Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$309K Hold
3,800
– – 0.12% 43
2026
Q1
$289K Sell
3,800
-600
-14% -$45.4K 0.12% 40
2025
Q4
$308K Buy
+4,400
New +$307K 0.14% 36
2025
Q2
– Sell
-3,600
Closed -$258K – 42
2025
Q1
$258K Buy
+3,600
New +$240K 0.12% 41
2024
Q4
– Sell
-3,600
Closed -$259K – 36
2024
Q3
$259K Buy
+3,600
New +$247K 0.13% 34
2023
Q3
– Sell
-3,600
Closed -$217K – 28
2023
Q2
$217K Buy
+3,600
New +$224K 0.16% 25

Other funds holding KO

5th Street Advisors's KO Position: Q2 2026 in Review

5th Street Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 3,800 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #43.

5th Street Advisors first reported a position in KO in Q2 2023 and has held it in 6 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • 5th Street Advisors held 3,800 shares of Coca-Cola worth $309K as of Q2 2026.
  • 5th Street Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.12% of 5th Street Advisors's portfolio in Q2 2026, its #43 holding.
  • 5th Street Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 6 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.