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 Q2	$4.88M	Buy	60,012 +16,440	+38%	+$1.3M	0.1%	204
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameritas Advisory Services's KO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Coca-Cola (KO) stake by 38% in Q2 2026, buying an estimated $1.3M and bringing the position to 60,012 shares worth $4.88M. The position accounts for 0.1% of the portfolio, ranked #204.

Ameritas Advisory Services first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ameritas Advisory Services held 60,012 shares of Coca-Cola worth $4.88M as of Q2 2026.
Ameritas Advisory Services bought 16,440 Coca-Cola shares in Q2 2026, an estimated $1.3M.
Coca-Cola made up 0.1% of Ameritas Advisory Services's portfolio in Q2 2026, its #204 holding.
Ameritas Advisory Services first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.