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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
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 $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

Advyzon Investment Management's KO Position: Q1 2026 in Review

Advyzon Investment Management increased its Coca-Cola (KO) stake by 15% in Q1 2026, buying an estimated $164K and bringing the position to 16,983 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #177.

Advyzon Investment Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Advyzon Investment Management held 16,983 shares of Coca-Cola worth $1.29M as of Q1 2026.
  • Advyzon Investment Management bought 2,173 Coca-Cola shares in Q1 2026, an estimated $164K.
  • Coca-Cola made up 0.12% of Advyzon Investment Management's portfolio in Q1 2026, its #177 holding.
  • Advyzon Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.