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Addison Advisors’s Coca-Cola KO Stock Holding History

Addison 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 		$772K Sell
10,155
-33
-0.3% -$2.5K 0.17% 97
2025
Q4 		$712K Buy
10,188
+3
+0% +$209 0.16% 99
2025
Q3 		$675K Sell
10,185
-42
-0.4% -$2.89K 0.16% 104
2025
Q2 		$724K Buy
10,227
+1,798
+21% +$128K 0.18% 97
2025
Q1 		$604K Sell
8,429
-109
-1% -$7.28K 0.16% 92
2024
Q4 		$532K Sell
8,538
-97
-1% -$6.33K 0.15% 99
2024
Q3 		$621K Sell
8,635
-218
-2% -$14.9K 0.17% 92
2024
Q2 		$563K Buy
8,853
+551
+7% +$34.1K 0.18% 89
2024
Q1 		$508K Sell
8,302
-105
-1% -$6.31K 0.17% 98
2023
Q4 		$495K Buy
8,407
+33
+0.4% +$1.87K 0.19% 88
2023
Q3 		$469K Buy
8,374
+239
+3% +$14.3K 0.22% 81
2023
Q2 		$490K Buy
8,135
+8
+0.1% +$498 0.24% 80
2023
Q1 		$504K Sell
8,127
-27
-0.3% -$1.64K 0.28% 74
2022
Q4 		$519K Sell
8,154
-244
-3% -$14.7K 0.31% 67
2022
Q3 		$470K Buy
8,398
+60
+0.7% +$3.73K 0.29% 69
2022
Q2 		$525K Sell
8,338
-229
-3% -$14.5K 0.32% 64
2022
Q1 		$531K Buy
8,567
+928
+12% +$56.4K 0.29% 68
2021
Q4 		$452K Sell
7,639
-67
-0.9% -$3.73K 0.28% 70
2021
Q3 		$404K Buy
7,706
+20
+0.3% +$1.11K 0.32% 52
2021
Q2 		$416K Buy
+7,686
New +$418K 0.34% 51
2020
Q4 		$415K Buy
+7,575
New +$392K 0.4% 51

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Addison Advisors's KO Position: Q1 2026 in Review

Addison Advisors reduced its Coca-Cola (KO) stake by 0.32% in Q1 2026, selling an estimated $2.5K and leaving 10,155 shares worth $772K. The position accounts for 0.17% of the portfolio, ranked #97.

Addison Advisors first reported a position in KO in Q4 2020 and has held it in 21 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Addison Advisors held 10,155 shares of Coca-Cola worth $772K as of Q1 2026.
  • Addison Advisors sold 33 Coca-Cola shares in Q1 2026, an estimated $2.5K.
  • Coca-Cola made up 0.17% of Addison Advisors's portfolio in Q1 2026, its #97 holding.
  • Addison Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.