Advocate Investing Services’s Coca-Cola KO Stock Holding History

Advocate Investing Services’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	$5.77K	Hold	71	–	–	﹤0.01%	317
2026 Q1	$5.38K	Hold	71	–	–	﹤0.01%	297
2025 Q4	$4.94K	Buy	+71	New	+$4.95K	﹤0.01%	286

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

Advocate Investing Services's KO Position: Q2 2026 in Review

Advocate Investing Services held its Coca-Cola (KO) position steady in Q2 2026 at 71 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Advocate Investing Services first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Advocate Investing Services held 71 shares of Coca-Cola worth $5.77K as of Q2 2026.
Advocate Investing Services left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #317 holding.
Advocate Investing Services first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.