Advisors Management Group’s Coca-Cola KO Stock Holding History

Advisors Management Group’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	$1.52M	Sell	20,062 -5,582	-22%	-$422K	0.28%	73
2025 Q4	$1.79M	Sell	25,644 -8,492	-25%	-$592K	0.33%	69
2025 Q3	$2.26M	Sell	34,136 -230	-0.7%	-$15.8K	0.4%	65
2025 Q2	$2.43M	Sell	34,366 -305	-0.9%	-$21.7K	0.46%	59
2025 Q1	$2.48M	Sell	34,671 -50	-0.1%	-$3.34K	0.54%	54
2024 Q4	$2.16M	Sell	34,721 -493	-1%	-$32.2K	0.51%	60
2024 Q3	$2.53M	Buy	35,214 +101	+0.3%	+$6.92K	0.6%	55
2024 Q2	$2.23M	Buy	35,113 +140	+0.4%	+$8.67K	0.56%	59
2024 Q1	$2.14M	Sell	34,973 -669	-2%	-$40.2K	0.53%	59
2023 Q4	$2.1M	Sell	35,642 -6	-0%	-$341	0.57%	59
2023 Q3	$2M	Sell	35,648 -550	-2%	-$33K	0.6%	56
2023 Q2	$2.18M	Sell	36,198 -651	-2%	-$40.5K	0.65%	51
2023 Q1	$2.29M	Sell	36,849 -26	-0.1%	-$1.57K	0.73%	47
2022 Q4	$2.35M	Sell	36,875 -88	-0.2%	-$5.31K	0.89%	43
2022 Q3	$2.07M	Sell	36,963 -967	-3%	-$60.1K	0.82%	43
2022 Q2	$2.39M	Sell	37,930 -284	-0.7%	-$18K	0.84%	41
2022 Q1	$2.37M	Sell	38,214 -149	-0.4%	-$9.06K	0.8%	44
2021 Q4	$2.27M	Sell	38,363 -82	-0.2%	-$4.57K	0.68%	45
2021 Q3	$2.02M	Sell	38,445 -132	-0.3%	-$7.36K	0.63%	48
2021 Q2	$2.09M	Buy	38,577 +412	+1%	+$22.4K	0.62%	49
2021 Q1	$2.01M	Sell	38,165 -680	-2%	-$34.2K	0.63%	48
2020 Q4	$2.13M	Buy	38,845 +81	+0.2%	+$4.19K	0.87%	42
2020 Q3	$1.91M	Sell	38,764 -39	-0.1%	-$1.88K	0.8%	43
2020 Q2	$1.73M	Sell	38,803 -604	-2%	-$27.8K	0.77%	44
2020 Q1	$1.74M	Buy	39,407 +427	+1%	+$23.1K	0.84%	42
2019 Q4	$2.16M	Buy	38,980 +1,067	+3%	+$57.4K	0.86%	43
2019 Q3	$2.06M	Sell	37,913 -248	-0.6%	-$13.3K	0.85%	42
2019 Q2	$1.94M	Sell	38,161 -54	-0.1%	-$2.65K	0.85%	45
2019 Q1	$1.79M	Buy	38,215 +407	+1%	+$19K	0.8%	45
2018 Q4	$1.79M	Sell	37,808 -1,231	-3%	-$58.9K	0.94%	40
2018 Q3	$1.8M	Sell	39,039 -32	-0.1%	-$1.46K	0.83%	46
2018 Q2	$1.71M	Buy	39,071 +948	+2%	+$40.9K	0.82%	46
2018 Q1	$1.65M	Buy	38,123 +19,720	+107%	+$886K	0.85%	46
2017 Q4	$844K	Sell	18,403 -70	-0.4%	-$3.22K	0.43%	49
2017 Q3	$831K	Sell	18,473 -70	-0.4%	-$3.18K	0.44%	48
2017 Q2	$832K	Buy	18,543 +3,209	+21%	+$142K	0.46%	49
2017 Q1	$651K	Buy	15,334 +2,470	+19%	+$103K	0.41%	45
2016 Q4	$533K	Buy	12,864 +24	+0.2%	+$999	0.36%	47
2016 Q3	$543K	Buy	12,840 +138	+1%	+$6.05K	0.36%	48
2016 Q2	$576K	Buy	12,702 +11	+0.1%	+$497	0.4%	48
2016 Q1	$589K	Buy	12,691 +327	+3%	+$14.2K	0.43%	47
2015 Q4	$531K	Buy	+12,364	New	+$525K	0.44%	46

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

Advisors Management Group's KO Position: Q1 2026 in Review

Advisors Management Group reduced its Coca-Cola (KO) stake by 22% in Q1 2026, selling an estimated $422K and leaving 20,062 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #73.

Advisors Management Group first reported a position in KO in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.53M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Advisors Management Group held 20,062 shares of Coca-Cola worth $1.52M as of Q1 2026.
Advisors Management Group sold 5,582 Coca-Cola shares in Q1 2026, an estimated $422K.
Coca-Cola made up 0.28% of Advisors Management Group's portfolio in Q1 2026, its #73 holding.
Advisors Management Group first reported a position in Coca-Cola in Q4 2015 and has held it in 42 quarters since.
Advisors Management Group's Coca-Cola position peaked at $2.53M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.