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Argent Advisors’s Coca-Cola KO Stock Holding History

Argent Advisors’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 		$4.62M Buy
60,791
+161
+0.3% +$12.2K 1.26% 20
2025
Q4 		$4.24M Buy
60,630
+1,652
+3% +$115K 1.18% 19
2025
Q3 		$3.91M Buy
58,978
+590
+1% +$40.6K 1.15% 18
2025
Q2 		$4.13M Buy
58,388
+835
+1% +$59.5K 1.28% 18
2025
Q1 		$4.12M Buy
57,553
+2,014
+4% +$135K 1.38% 17
2024
Q4 		$3.46M Buy
55,539
+879
+2% +$57.4K 1.28% 16
2024
Q3 		$3.93M Buy
54,660
+228
+0.4% +$15.6K 1.46% 15
2024
Q2 		$3.46M Sell
54,432
-655
-1% -$40.5K 1.38% 17
2024
Q1 		$3.37M Buy
55,087
+727
+1% +$43.7K 1.33% 17
2023
Q4 		$3.2M Buy
54,360
+360
+0.7% +$20.4K 1.4% 15
2023
Q3 		$3.02M Buy
54,000
+21,646
+67% +$1.3M 1.38% 15
2023
Q2 		$1.95M Buy
32,354
+675
+2% +$42K 0.89% 23
2023
Q1 		$1.97M Buy
31,679
+2,349
+8% +$142K 0.94% 21
2022
Q4 		$1.87M Buy
29,330
+366
+1% +$22.1K 0.97% 22
2022
Q3 		$1.62M Buy
28,964
+440
+2% +$27.3K 0.95% 23
2022
Q2 		$1.79M Buy
28,524
+1,493
+6% +$94.6K 1.01% 22
2022
Q1 		$1.68M Buy
27,031
+1,917
+8% +$117K 0.9% 27
2021
Q4 		$1.49M Buy
25,114
+2,293
+10% +$128K 0.8% 28
2021
Q3 		$1.2M Buy
22,821
+2,167
+10% +$121K 0.69% 38
2021
Q2 		$1.12M Buy
20,654
+597
+3% +$32.5K 0.68% 38
2021
Q1 		$1.06M Buy
20,057
+739
+4% +$37.2K 0.68% 36
2020
Q4 		$1.06M Sell
19,318
-747
-4% -$38.6K 0.65% 45
2020
Q3 		$991K Buy
20,065
+9,762
+95% +$469K 0.68% 41
2020
Q2 		$460K Sell
10,303
-1,774
-15% -$81.7K 0.35% 75
2020
Q1 		$534K Buy
12,077
+3,068
+34% +$166K 0.53% 52
2019
Q4 		$507K Buy
+9,009
New +$484K 0.38% 60

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Argent Advisors's KO Position: Q1 2026 in Review

Argent Advisors increased its Coca-Cola (KO) stake by 0.27% in Q1 2026, buying an estimated $12.2K and bringing the position to 60,791 shares worth $4.62M. The position accounts for 1.26% of the portfolio, ranked #20.

Argent Advisors first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Argent Advisors held 60,791 shares of Coca-Cola worth $4.62M as of Q1 2026.
  • Argent Advisors bought 161 Coca-Cola shares in Q1 2026, an estimated $12.2K.
  • Coca-Cola made up 1.26% of Argent Advisors's portfolio in Q1 2026, its #20 holding.
  • Argent Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.