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Advisortrust Partners’s Coca-Cola KO Stock Holding History

Advisortrust Partners’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
Q2 		$614K Sell
7,558
-305
-4% -$24.1K 0.21% 83
2026
Q1 		$598K Buy
7,863
+467
+6% +$35.3K 0.25% 68
2025
Q4 		$517K Buy
+7,396
New +$516K 0.23% 70

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisortrust Partners's KO Position: Q2 2026 in Review

Advisortrust Partners reduced its Coca-Cola (KO) stake by 3.9% in Q2 2026, selling an estimated $24.1K and leaving 7,558 shares worth $614K. The position accounts for 0.21% of the portfolio, ranked #83.

Advisortrust Partners first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,609 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Advisortrust Partners held 7,558 shares of Coca-Cola worth $614K as of Q2 2026.
  • Advisortrust Partners sold 305 Coca-Cola shares in Q2 2026, an estimated $24.1K.
  • Coca-Cola made up 0.21% of Advisortrust Partners's portfolio in Q2 2026, its #83 holding.
  • Advisortrust Partners first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.