Advisor Resource Council’s Coca-Cola KO Stock Holding History

Advisor Resource Council’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
2024 Q2	–	Sell	-300	Closed	-$4.22K	–	149
2024 Q1	$4.22K	Buy	+300	New	+$18K	﹤0.01%	236
2023 Q4	–	Sell	-300	Closed	-$16.8K	–	512
2023 Q3	$16.8K	Hold	300	–	–	0.01%	158
2023 Q2	$18.1K	Buy	+300	New	+$18.7K	0.01%	166
2023 Q1	–	Sell	-300	Closed	-$19.1K	–	273
2022 Q4	$19.1K	Hold	300	–	–	0.01%	162
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	155
2022 Q2	$6K	Buy	+300	New	+$19K	﹤0.01%	523

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

Advisor Resource Council's KO Position: Q1 2026 in Review

Advisor Resource Council reduced its Coca-Cola (KO) stake by 37% in Q1 2026, selling an estimated $198K and leaving 4,540 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #163.

Advisor Resource Council first reported a position in KO in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.82M in Q2 2022. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Advisor Resource Council held 4,540 shares of Coca-Cola worth $345K as of Q1 2026.
Advisor Resource Council sold 2,618 Coca-Cola shares in Q1 2026, an estimated $198K.
Coca-Cola made up 0.11% of Advisor Resource Council's portfolio in Q1 2026, its #163 holding.
Advisor Resource Council first reported a position in Coca-Cola in Q2 2021 and has held it in 17 quarters since.
Advisor Resource Council's Coca-Cola position peaked at $1.82M in Q2 2022.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.