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Advance Capital Management’s Coca-Cola KO Stock Holding History

Advance Capital Management’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 		$244K Buy
+2,997
New +$237K 0.01% 174

Other funds holding KO

Berkshire Hathaway
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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

Advance Capital Management's KO Position: Q2 2026 in Review

Advance Capital Management opened a new position in Coca-Cola (KO) in Q2 2026: 2,997 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings.

3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Advance Capital Management held 2,997 shares of Coca-Cola worth $244K as of Q2 2026.
  • Coca-Cola was a new Advance Capital Management position in Q2 2026.
  • Coca-Cola made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #174 holding.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.