Arete Wealth Advisors’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 | $3.39M | Buy |
44,606
+10
| +0% | +$756 | 0.25% | 99 |
|
|
2025
Q4 | $3.12M | Buy |
44,596
+1,163
| +3% | +$81.1K | 0.19% | 112 |
|
|
2025
Q3 | $2.88M | Buy |
43,433
+3,585
| +9% | +$247K | 0.18% | 111 |
|
|
2025
Q2 | $2.82M | Buy |
39,848
+4,495
| +13% | +$320K | 0.2% | 103 |
|
|
2025
Q1 | $2.53M | Sell |
35,353
-8,888
| -20% | -$594K | 0.19% | 112 |
|
|
2024
Q4 | $2.75M | Buy |
44,241
+12,628
| +40% | +$824K | 0.2% | 105 |
|
|
2024
Q3 | $2.27M | Sell |
31,613
-6,560
| -17% | -$449K | 0.19% | 111 |
|
|
2024
Q2 | $2.43M | Sell |
38,173
-5,657
| -13% | -$350K | 0.2% | 107 |
|
|
2024
Q1 | $2.68M | Sell |
43,830
-12,752
| -23% | -$766K | 0.25% | 95 |
|
|
2023
Q4 | $3.33M | Buy |
+56,582
| New | +$3.21M | 0.25% | 83 |
|
|
2023
Q3 | – | Sell |
-57,318
| Closed | -$3.45M | – | 620 |
|
|
2023
Q2 | $3.45M | Buy |
57,318
+13,123
| +30% | +$816K | 0.3% | 76 |
|
|
2023
Q1 | $2.74M | Buy |
44,195
+1,958
| +5% | +$119K | 0.22% | 93 |
|
|
2022
Q4 | $2.69B | Buy |
42,237
+2,931
| +7% | +$177K | 0.24% | 88 |
|
|
2022
Q3 | $2.2M | Buy |
39,306
+10,687
| +37% | +$664K | 0.22% | 96 |
|
|
2022
Q2 | $1.8M | Sell |
28,619
-2,149
| -7% | -$136K | 0.18% | 103 |
|
|
2022
Q1 | $1.91M | Buy |
30,768
+910
| +3% | +$55.3K | 0.16% | 120 |
|
|
2021
Q4 | $1.77M | Buy |
29,858
+4,790
| +19% | +$267K | 0.15% | 130 |
|
|
2021
Q3 | $1.31M | Buy |
25,068
+1,290
| +5% | +$71.9K | 0.15% | 137 |
|
|
2021
Q2 | $1.13M | Buy |
23,778
+115
| +0.5% | +$6.26K | 0.16% | 127 |
|
|
2021
Q1 | $1.25M | Buy |
23,663
+6,589
| +39% | +$332K | 0.16% | 138 |
|
|
2020
Q4 | $929K | Sell |
17,074
-19,291
| -53% | -$997K | 0.13% | 159 |
|
|
2020
Q3 | $1.79M | Sell |
36,365
-2,292
| -6% | -$110K | 0.27% | 91 |
|
|
2020
Q2 | $1.73M | Buy |
38,657
+691
| +2% | +$31.8K | 0.3% | 88 |
|
|
2020
Q1 | $1.68M | Sell |
37,966
-547
| -1% | -$29.5K | 0.33% | 71 |
|
|
2019
Q4 | $2.13M | Sell |
38,513
-482
| -1% | -$25.9K | 0.37% | 65 |
|
|
2019
Q3 | $2.12M | Buy |
38,995
+3,337
| +9% | +$179K | 0.41% | 60 |
|
|
2019
Q2 | $1.82M | Sell |
35,658
-3,646
| -9% | -$179K | 0.35% | 74 |
|
|
2019
Q1 | $1.84M | Buy |
39,304
+11,840
| +43% | +$554K | 0.38% | 64 |
|
|
2018
Q4 | $1.3M | Buy |
27,464
+15,346
| +127% | +$735K | 0.32% | 84 |
|
|
2018
Q3 | $560K | Buy |
12,118
+683
| +6% | +$31.2K | 0.12% | 176 |
|
|
2018
Q2 | $501K | Buy |
11,435
+5,845
| +105% | +$252K | 0.12% | 194 |
|
|
2018
Q1 | $242K | Sell |
5,590
-32
| -0.6% | -$1.44K | 0.08% | 274 |
|
|
2017
Q4 | $258K | Sell |
5,622
-4,879
| -46% | -$224K | 0.08% | 260 |
|
|
2017
Q3 | $473K | Buy |
10,501
+5,167
| +97% | +$235K | 0.19% | 153 |
|
|
2017
Q2 | $239K | Buy |
5,334
+503
| +10% | +$22.2K | 0.11% | 205 |
|
|
2017
Q1 | $205K | Sell |
4,831
-40
| -0.8% | -$1.67K | 0.09% | 183 |
|
|
2016
Q4 | $202K | Sell |
4,871
-14,660
| -75% | -$610K | 0.09% | 167 |
|
|
2016
Q3 | $827K | Buy |
19,531
+645
| +3% | +$28.3K | 0.47% | 51 |
|
|
2016
Q2 | $856K | Buy |
+18,886
| New | +$853K | 0.54% | 39 |
|
|
2015
Q3 | – | Sell |
-13,421
| Closed | -$527K | – | 148 |
|
|
2015
Q2 | $527K | Buy |
13,421
+2,700
| +25% | +$110K | 0.35% | 66 |
|
|
2015
Q1 | $435K | Hold |
10,721
| – | – | 0.28% | 84 |
|
|
2014
Q4 | $453K | Buy |
+10,721
| New | +$458K | 0.32% | 74 |
|
Other funds holding KO
VCM
VPM
Arete Wealth Advisors's KO Position: Q1 2026 in Review
Arete Wealth Advisors increased its Coca-Cola (KO) stake by 0.02% in Q1 2026, buying an estimated $756 and bringing the position to 44,606 shares worth $3.39M. The position accounts for 0.25% of the portfolio, ranked #99.
Arete Wealth Advisors first reported a position in KO in Q4 2014 and has held it in 42 quarters since. The position peaked at $2.69B in Q4 2022. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Arete Wealth Advisors held 44,606 shares of Coca-Cola worth $3.39M as of Q1 2026.
- Arete Wealth Advisors bought 10 Coca-Cola shares in Q1 2026, an estimated $756.
- Coca-Cola made up 0.25% of Arete Wealth Advisors's portfolio in Q1 2026, its #99 holding.
- Arete Wealth Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 42 quarters since.
- Arete Wealth Advisors's Coca-Cola position peaked at $2.69B in Q4 2022.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.