Arax Advisory Partners’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
Q1 | $3.9M | Sell |
51,316
-3,764
| -7% | -$285K | 0.11% | 166 |
|
|
2025
Q4 | $3.85M | Sell |
55,080
-37,501
| -41% | -$2.61M | 0.11% | 148 |
|
|
2025
Q3 | $6.14M | Buy |
92,581
+80,413
| +661% | +$5.53M | 0.09% | 183 |
|
|
2025
Q2 | $1.13M | Buy |
12,168
+2,840
| +30% | +$202K | 0.05% | 234 |
|
|
2025
Q1 | $668K | Sell |
9,328
-3,826
| -29% | -$256K | 0.04% | 248 |
|
|
2024
Q4 | $819K | Buy |
13,154
+9,039
| +220% | +$590K | 0.05% | 203 |
|
|
2024
Q3 | $296K | Buy |
4,115
+233
| +6% | +$16K | 0.03% | 279 |
|
|
2024
Q2 | $247K | Buy |
3,882
+678
| +21% | +$42K | 0.02% | 295 |
|
|
2024
Q1 | $196K | Buy |
3,204
+319
| +11% | +$19.2K | 0.02% | 292 |
|
|
2023
Q4 | $170K | Buy |
2,885
+33
| +1% | +$1.87K | 0.02% | 304 |
|
|
2023
Q3 | $160K | Sell |
2,852
-124
| -4% | -$7.44K | 0.02% | 286 |
|
|
2023
Q2 | $179K | Sell |
2,976
-27
| -0.9% | -$1.68K | 0.02% | 256 |
|
|
2023
Q1 | $186K | Buy |
3,003
+31
| +1% | +$1.88K | 0.02% | 244 |
|
|
2022
Q4 | $189K | Buy |
2,972
+80
| +3% | +$4.83K | 0.03% | 231 |
|
|
2022
Q3 | $162K | Sell |
2,892
-2,496
| -46% | -$155K | 0.03% | 233 |
|
|
2022
Q2 | $339K | Buy |
5,388
+90
| +2% | +$5.71K | 0.05% | 150 |
|
|
2022
Q1 | $328K | Buy |
5,298
+21
| +0.4% | +$1.28K | 0.04% | 168 |
|
|
2021
Q4 | $312K | Buy |
5,277
+70
| +1% | +$3.9K | 0.04% | 187 |
|
|
2021
Q3 | $273K | Sell |
5,207
-40
| -0.8% | -$2.23K | 0.04% | 196 |
|
|
2021
Q2 | $284K | Buy |
+5,247
| New | +$285K | 0.04% | 189 |
|
|
2020
Q4 | $285K | Sell |
5,204
-478
| -8% | -$24.7K | 0.04% | 147 |
|
|
2020
Q3 | $281K | Buy |
5,682
+6
| +0.1% | +$289 | 0.05% | 127 |
|
|
2020
Q2 | $254K | Buy |
5,676
+8
| +0.1% | +$368 | 0.05% | 135 |
|
|
2020
Q1 | $251K | Buy |
5,668
+1,110
| +24% | +$59.9K | 0.06% | 115 |
|
|
2019
Q4 | $252K | Sell |
4,558
-540
| -11% | -$29K | 0.07% | 129 |
|
|
2019
Q3 | $278K | Buy |
5,098
+6
| +0.1% | +$321 | 0.08% | 111 |
|
|
2019
Q2 | $259K | Buy |
+5,092
| New | +$250K | 0.09% | 114 |
|
|
2018
Q4 | $132K | Sell |
2,787
-267
| -9% | -$12.8K | 0.05% | 153 |
|
|
2018
Q3 | $141K | Sell |
3,054
-2,499
| -45% | -$114K | 0.06% | 157 |
|
|
2018
Q2 | $243K | Buy |
5,553
+2,337
| +73% | +$101K | 0.11% | 80 |
|
|
2018
Q1 | $139K | Sell |
3,216
-188
| -6% | -$8.44K | 0.07% | 112 |
|
|
2017
Q4 | $156K | Buy |
3,404
+31
| +0.9% | +$1.43K | 0.07% | 118 |
|
|
2017
Q3 | $151K | Buy |
3,373
+44
| +1% | +$2K | 0.07% | 113 |
|
|
2017
Q2 | $148K | Buy |
3,329
+3
| +0.1% | +$133 | 0.07% | 122 |
|
|
2017
Q1 | $141K | Buy |
3,326
+264
| +9% | +$11K | 0.07% | 104 |
|
|
2016
Q4 | $127K | Buy |
+3,062
| New | +$127K | 0.06% | 94 |
|
Other funds holding KO
VCM
VPM
Arax Advisory Partners's KO Position: Q1 2026 in Review
Arax Advisory Partners reduced its Coca-Cola (KO) stake by 6.8% in Q1 2026, selling an estimated $285K and leaving 51,316 shares worth $3.9M. The position accounts for 0.11% of the portfolio, ranked #166.
Arax Advisory Partners first reported a position in KO in Q4 2016 and has held it in 36 quarters since. The position peaked at $6.14M in Q3 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Arax Advisory Partners held 51,316 shares of Coca-Cola worth $3.9M as of Q1 2026.
- Arax Advisory Partners sold 3,764 Coca-Cola shares in Q1 2026, an estimated $285K.
- Coca-Cola made up 0.11% of Arax Advisory Partners's portfolio in Q1 2026, its #166 holding.
- Arax Advisory Partners first reported a position in Coca-Cola in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's Coca-Cola position peaked at $6.14M in Q3 2025.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.