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

5th Street 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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

5th Street Advisors's KO Position: Q1 2026 in Review

5th Street Advisors reduced its Coca-Cola (KO) stake by 14% in Q1 2026, selling an estimated $45.4K and leaving 3,800 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #40.

5th Street Advisors first reported a position in KO in Q2 2023 and has held it in 5 quarters since. The position peaked at $308K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

5th Street Advisors held 3,800 shares of Coca-Cola worth $289K as of Q1 2026.
5th Street Advisors sold 600 Coca-Cola shares in Q1 2026, an estimated $45.4K.
Coca-Cola made up 0.12% of 5th Street Advisors's portfolio in Q1 2026, its #40 holding.
5th Street Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 5 quarters since.
5th Street Advisors's Coca-Cola position peaked at $308K in Q4 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on 5th Street Advisors's 13F filing for Q1 2026, filed 5 May 2026.