American Capital Advisory’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$121K Buy
1,494
+365
+32% +$28.8K 0.04% 137
2026
Q1
$85.9K Sell
1,129
-70
-6% -$5.29K 0.03% 162
2025
Q4
$83.8K Buy
1,199
+35
+3% +$2.44K 0.04% 158
2025
Q3
$77.2K Sell
1,164
-20
-2% -$1.38K 0.04% 157
2025
Q2
$83.8K Buy
1,184
+44
+4% +$3.13K 0.04% 138
2025
Q1
$81.6K Buy
1,140
+43
+4% +$2.87K 0.04% 135
2024
Q4
$68.3K Buy
1,097
+1
+0.1% +$65 0.04% 144
2024
Q3
$78.8K Buy
1,096
+391
+55% +$26.8K 0.05% 140
2024
Q2
$41.5K Buy
705
+604
+598% +$37.4K 0.03% 166
2024
Q1
$6.28K Sell
101
-604
-86% -$36.3K 0.01% 291
2023
Q4
$41.5K Buy
+705
New +$40K 0.03% 166

Other funds holding KO

American Capital Advisory's KO Position: Q2 2026 in Review

American Capital Advisory increased its Coca-Cola (KO) stake by 32% in Q2 2026, buying an estimated $28.8K and bringing the position to 1,494 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #137.

American Capital Advisory first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • American Capital Advisory held 1,494 shares of Coca-Cola worth $121K as of Q2 2026.
  • American Capital Advisory bought 365 Coca-Cola shares in Q2 2026, an estimated $28.8K.
  • Coca-Cola made up 0.04% of American Capital Advisory's portfolio in Q2 2026, its #137 holding.
  • American Capital Advisory first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.