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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
2022
Q2 		– Sell
-3,300
Closed -$3K – 538
2022
Q1 		$3K Buy
+3,300
New +$201K ﹤0.01% 215
2021
Q4 		– Sell
-3,300
Closed -$13K – 578
2021
Q3 		$13K Buy
+3,300
New +$184K ﹤0.01% 223

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 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. 3,551 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.
  • 3,551 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.