Atlas Capital Advisors’s Coca-Cola KO Stock Holding History

Atlas Capital 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 Q2	$230K	Hold	2,824	–	–	0.03%	434
2026 Q1	$215K	Buy	2,824 +197	+7%	+$14.9K	0.02%	399
2025 Q4	$184K	Buy	+2,627	New	+$183K	0.02%	435
2025 Q2	$186K	Hold	2,627	–	–	0.02%	420
2025 Q1	$188K	Hold	2,627	–	–	0.02%	414
2024 Q4	$164K	Hold	2,627	–	–	0.02%	430
2024 Q3	$189K	Hold	2,627	–	–	0.03%	379
2024 Q2	$167K	Hold	2,627	–	–	0.02%	413
2024 Q1	$161K	Hold	2,627	–	–	0.03%	407
2023 Q4	$155K	Hold	2,627	–	–	0.02%	417
2023 Q3	$147K	Hold	2,627	–	–	0.02%	390
2023 Q2	$158K	Hold	2,627	–	–	0.02%	401
2023 Q1	$163K	Hold	2,627	–	–	0.03%	394
2022 Q4	$167K	Hold	2,627	–	–	0.03%	369
2022 Q3	$147K	Hold	2,627	–	–	0.03%	388
2022 Q2	$165K	Hold	2,627	–	–	0.03%	389
2022 Q1	$163K	Hold	2,627	–	–	0.03%	393
2021 Q4	$156K	Hold	2,627	–	–	0.02%	396
2021 Q3	$138K	Hold	2,627	–	–	0.02%	401
2021 Q2	$142K	Buy	2,627 +127	+5%	+$6.91K	0.02%	410
2021 Q1	$132K	Hold	2,500	–	–	0.03%	381
2020 Q4	$137K	Buy	+2,500	New	+$129K	0.03%	348
2020 Q2	–	Sell	-1,977	Closed	-$87.5K	–	710
2020 Q1	$87.5K	Buy	+1,977	New	+$107K	0.03%	377

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

Atlas Capital Advisors's KO Position: Q2 2026 in Review

Atlas Capital Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 2,824 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #434.

Atlas Capital Advisors first reported a position in KO in Q1 2020 and has held it in 23 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Atlas Capital Advisors held 2,824 shares of Coca-Cola worth $230K as of Q2 2026.
Atlas Capital Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #434 holding.
Atlas Capital Advisors first reported a position in Coca-Cola in Q1 2020 and has held it in 23 quarters since.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.