Alta Advisers’s Coca-Cola KO Stock Holding History

Alta Advisers’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	$1.12M	Hold	14,710	–	–	0.4%	36
2025 Q4	$1.03M	Sell	14,710 -4,600	-24%	-$321K	0.37%	38
2025 Q3	$1.28M	Buy	19,310 +450	+2%	+$31K	0.39%	37
2025 Q2	$1.33M	Hold	18,860	–	–	0.47%	36
2025 Q1	$1.35M	Buy	18,860 +6,200	+49%	+$414K	0.58%	29
2024 Q4	$788K	Buy	12,660 +2,025	+19%	+$132K	0.5%	32
2024 Q3	$764K	Buy	10,635 +535	+5%	+$36.6K	0.35%	28
2024 Q2	$643K	Buy	10,100 +300	+3%	+$18.6K	0.31%	33
2024 Q1	$600K	Hold	9,800	–	–	0.3%	36
2023 Q4	$578K	Hold	9,800	–	–	0.31%	34
2023 Q3	$549K	Hold	9,800	–	–	0.32%	31
2023 Q2	$590K	Hold	9,800	–	–	0.33%	29
2023 Q1	$608K	Hold	9,800	–	–	0.36%	27
2022 Q4	$623K	Hold	9,800	–	–	0.37%	28
2022 Q3	$549K	Buy	+9,800	New	+$609K	0.35%	29
2013 Q4	–	Sell	-675	Closed	-$26K	–	64
2013 Q3	$26K	Sell	675 -388	-37%	-$15.3K	0.01%	66
2013 Q2	$43K	Buy	+1,063	New	+$44K	0.02%	69

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

Alta Advisers's KO Position: Q1 2026 in Review

Alta Advisers held its Coca-Cola (KO) position steady in Q1 2026 at 14,710 shares worth $1.12M. The position accounts for 0.4% of the portfolio, ranked #36.

Alta Advisers first reported a position in KO in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.35M in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Alta Advisers held 14,710 shares of Coca-Cola worth $1.12M as of Q1 2026.
Alta Advisers left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.4% of Alta Advisers's portfolio in Q1 2026, its #36 holding.
Alta Advisers first reported a position in Coca-Cola in Q2 2013 and has held it in 17 quarters since.
Alta Advisers's Coca-Cola position peaked at $1.35M in Q1 2025.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.