AssuredPartners Investment Advisors’s Coca-Cola KO Stock Holding History

AssuredPartners Investment 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	$600K	Sell	7,773 -1,655	-18%	-$125K	0.07%	225
2025 Q4	$659K	Buy	9,428 +2,816	+43%	+$196K	0.1%	180
2025 Q3	$439K	Buy	6,612 +2,121	+47%	+$146K	0.1%	150
2025 Q2	$318K	Sell	4,491 -2,778	-38%	-$198K	0.08%	179
2025 Q1	$521K	Sell	7,269 -774	-10%	-$51.7K	0.1%	196
2024 Q4	$501K	Buy	+8,043	New	+$525K	0.1%	200

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

AssuredPartners Investment Advisors's KO Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Coca-Cola (KO) stake by 18% in Q1 2026, selling an estimated $125K and leaving 7,773 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #225.

AssuredPartners Investment Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $659K in Q4 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

AssuredPartners Investment Advisors held 7,773 shares of Coca-Cola worth $600K as of Q1 2026.
AssuredPartners Investment Advisors sold 1,655 Coca-Cola shares in Q1 2026, an estimated $125K.
Coca-Cola made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #225 holding.
AssuredPartners Investment Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Coca-Cola position peaked at $659K in Q4 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.