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Advyzon Investment Management’s Coca-Cola KO Stock Holding History

Advyzon Investment Management’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 		$1.48M Buy
18,179
+1,196
+7% +$94.5K 0.11% 184
2026
Q1 		$1.29M Buy
16,983
+2,173
+15% +$164K 0.12% 177
2025
Q4 		$1.04M Buy
14,810
+6,758
+84% +$471K 0.12% 183
2025
Q3 		$534K Sell
8,052
-3,900
-33% -$268K 0.09% 213
2025
Q2 		$846K Buy
11,952
+4,548
+61% +$324K 0.19% 111
2025
Q1 		$530K Buy
7,404
+3,555
+92% +$237K 0.19% 104
2024
Q4 		$240K Buy
+3,849
New +$251K 0.09% 198

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's KO Position: Q2 2026 in Review

Advyzon Investment Management increased its Coca-Cola (KO) stake by 7% in Q2 2026, buying an estimated $94.5K and bringing the position to 18,179 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #184.

Advyzon Investment Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,649 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Advyzon Investment Management held 18,179 shares of Coca-Cola worth $1.48M as of Q2 2026.
  • Advyzon Investment Management bought 1,196 Coca-Cola shares in Q2 2026, an estimated $94.5K.
  • Coca-Cola made up 0.11% of Advyzon Investment Management's portfolio in Q2 2026, its #184 holding.
  • Advyzon Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,649 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.