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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor Resource Council's KO Position: Q2 2026 in Review

Advisor Resource Council reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $5.29K and leaving 4,473 shares worth $371K. The position accounts for 0.1% of the portfolio, ranked #178.

Advisor Resource Council first reported a position in KO in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.82M in Q2 2022. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Advisor Resource Council held 4,473 shares of Coca-Cola worth $371K as of Q2 2026.
Advisor Resource Council sold 67 Coca-Cola shares in Q2 2026, an estimated $5.29K.
Coca-Cola made up 0.1% of Advisor Resource Council's portfolio in Q2 2026, its #178 holding.
Advisor Resource Council first reported a position in Coca-Cola in Q2 2021 and has held it in 18 quarters since.
Advisor Resource Council's Coca-Cola position peaked at $1.82M in Q2 2022.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.