Ameritas Advisory Services’s Coca-Cola KO Stock Holding History

Ameritas Advisory 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 Q1	$3.31M	Sell	43,572 -3,830	-8%	-$290K	0.13%	150
2025 Q4	$3.31M	Buy	47,402 +25,988	+121%	+$1.81M	0.12%	154
2025 Q3	$1.42M	Sell	21,414 -32,516	-60%	-$2.24M	0.09%	190
2025 Q2	$3.82M	Sell	53,930 -6,084	-10%	-$433K	0.2%	110
2025 Q1	$4.09M	Sell	60,014 -1,308	-2%	-$87.4K	0.17%	139
2024 Q4	$3.82M	Buy	61,322 +1,166	+2%	+$76.1K	0.13%	153
2024 Q3	$4.32M	Buy	60,156 +2,404	+4%	+$165K	0.19%	122
2024 Q2	$3.68M	Buy	57,752 +683	+1%	+$42.3K	0.14%	152
2024 Q1	$3.51M	Buy	57,069 +4,112	+8%	+$247K	0.14%	143
2023 Q4	$3.14M	Sell	52,957 -7,393	-12%	-$420K	0.17%	120
2023 Q3	$3.34M	Buy	60,350 +40,425	+203%	+$2.42M	0.17%	121
2023 Q2	$1.19M	Sell	19,925 -50,322	-72%	-$3.13M	0.15%	155
2023 Q1	$4.46M	Sell	70,247 -3,832	-5%	-$232K	0.22%	91
2022 Q4	$4.71M	Buy	74,079 +8,046	+12%	+$486K	0.22%	100
2022 Q3	$3.7M	Buy	66,033 +1,742	+3%	+$108K	0.22%	97
2022 Q2	$4.04M	Buy	64,291 +3,939	+7%	+$250K	0.23%	90
2022 Q1	$3.74M	Buy	60,352 +1,928	+3%	+$117K	0.14%	120
2021 Q4	$3.46M	Buy	+58,424	New	+$3.25M	0.13%	136

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

Ameritas Advisory Services's KO Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Coca-Cola (KO) stake by 8.1% in Q1 2026, selling an estimated $290K and leaving 43,572 shares worth $3.31M. The position accounts for 0.13% of the portfolio, ranked #150.

Ameritas Advisory Services first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.71M in Q4 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Ameritas Advisory Services held 43,572 shares of Coca-Cola worth $3.31M as of Q1 2026.
Ameritas Advisory Services sold 3,830 Coca-Cola shares in Q1 2026, an estimated $290K.
Coca-Cola made up 0.13% of Ameritas Advisory Services's portfolio in Q1 2026, its #150 holding.
Ameritas Advisory Services first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Coca-Cola position peaked at $4.71M in Q4 2022.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.