AO
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Advisor OS’s Coca-Cola KO Stock Holding History

Advisor OS’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 		$3.38M Sell
44,411
-159
-0.4% -$12K 0.24% 69
2025
Q4 		$3.12M Buy
44,570
+5,310
+14% +$370K 0.25% 61
2025
Q3 		$2.6M Buy
39,260
+1,222
+3% +$84.1K 0.22% 63
2025
Q2 		$2.69M Buy
38,038
+2,662
+8% +$190K 0.26% 59
2025
Q1 		$2.53M Buy
35,376
+1,596
+5% +$107K 0.29% 54
2024
Q4 		$2.1M Buy
33,780
+2,142
+7% +$140K 0.24% 64
2024
Q3 		$2.27M Buy
31,638
+1,341
+4% +$91.8K 0.23% 82
2024
Q2 		$1.93M Buy
30,297
+3,735
+14% +$231K 0.21% 89
2024
Q1 		$1.63M Buy
26,562
+5,991
+29% +$360K 0.19% 98
2023
Q4 		$1.21M Buy
20,571
+3,392
+20% +$193K 0.16% 120
2023
Q3 		$962K Buy
17,179
+748
+5% +$44.9K 0.14% 136
2023
Q2 		$989K Buy
16,431
+6,016
+58% +$374K 0.16% 126
2023
Q1 		$646K Buy
10,415
+1,314
+14% +$79.6K 0.16% 149
2022
Q4 		$579K Buy
9,101
+685
+8% +$41.4K 0.15% 143
2022
Q3 		$472K Sell
8,416
-81
-1% -$5.03K 0.14% 135
2022
Q2 		$535K Buy
8,497
+572
+7% +$36.3K 0.16% 138
2022
Q1 		$492K Sell
7,925
-13
-0.2% -$791 0.14% 146
2021
Q4 		$469K Buy
7,938
+300
+4% +$16.7K 0.1% 177
2021
Q3 		$400K Buy
7,638
+41
+0.5% +$2.29K 0.09% 175
2021
Q2 		$411K Sell
7,597
-187
-2% -$10.2K 0.09% 157
2021
Q1 		$410K Buy
7,784
+26
+0.3% +$1.31K 0.09% 131
2020
Q4 		$425K Buy
+7,758
New +$401K 0.11% 92
2020
Q3 		– Sell
-9,692
Closed -$433K – 129
2020
Q2 		$433K Buy
+9,692
New +$446K 0.26% 80

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

Advisor OS's KO Position: Q1 2026 in Review

Advisor OS reduced its Coca-Cola (KO) stake by 0.36% in Q1 2026, selling an estimated $12K and leaving 44,411 shares worth $3.38M. The position accounts for 0.24% of the portfolio, ranked #69.

Advisor OS first reported a position in KO in Q2 2020 and has held it in 23 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Advisor OS held 44,411 shares of Coca-Cola worth $3.38M as of Q1 2026.
  • Advisor OS sold 159 Coca-Cola shares in Q1 2026, an estimated $12K.
  • Coca-Cola made up 0.24% of Advisor OS's portfolio in Q1 2026, its #69 holding.
  • Advisor OS first reported a position in Coca-Cola in Q2 2020 and has held it in 23 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.