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Atlas Private Wealth Advisors’s Coca-Cola KO Stock Holding History

Atlas Private Wealth 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 		– Sell
-3,152
Closed -$220K – 137
2025
Q4 		$220K Sell
3,152
-1,713
-35% -$119K 0.05% 124
2025
Q3 		$323K Sell
4,865
-10,208
-68% -$703K 0.08% 110
2025
Q2 		$1.07M Sell
15,073
-3,851
-20% -$274K 0.14% 80
2025
Q1 		$1.36M Sell
18,924
-10,806
-36% -$722K 0.19% 66
2024
Q4 		$1.85M Buy
29,730
+413
+1% +$27K 0.26% 56
2024
Q3 		$2.11M Sell
29,317
-215
-0.7% -$14.7K 0.31% 46
2024
Q2 		$1.88M Buy
29,532
+13,602
+85% +$842K 0.31% 42
2024
Q1 		$975K Sell
15,930
-20,982
-57% -$1.26M 0.33% 42
2023
Q4 		$2.18M Sell
36,912
-1,462
-4% -$83K 0.4% 33
2023
Q3 		$2.15M Buy
38,374
+3,726
+11% +$223K 0.41% 40
2023
Q2 		$2.09M Buy
34,648
+19,212
+124% +$1.2M 0.42% 42
2023
Q1 		$957K Buy
15,436
+2,839
+23% +$172K 0.44% 42
2022
Q4 		$801K Buy
12,597
+299
+2% +$18.1K 0.43% 49
2022
Q3 		$689K Sell
12,298
-1,032
-8% -$64.1K 0.41% 58
2022
Q2 		$839K Sell
13,330
-1,808
-12% -$115K 0.5% 45
2022
Q1 		$939K Buy
15,138
+254
+2% +$15.4K 0.42% 49
2021
Q4 		$881K Sell
14,884
-284
-2% -$15.8K 0.41% 61
2021
Q3 		$796K Buy
15,168
+1,392
+10% +$77.6K 0.42% 54
2021
Q2 		$745K Sell
13,776
-18
-0.1% -$979 0.4% 57
2021
Q1 		$727K Buy
13,794
+3,048
+28% +$153K 0.41% 53
2020
Q4 		$589K Buy
10,746
+1,441
+15% +$74.5K 0.4% 57
2020
Q3 		$459K Buy
9,305
+534
+6% +$25.7K 0.38% 60
2020
Q2 		$392K Buy
+8,771
New +$404K 0.35% 69

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

Atlas Private Wealth Advisors's KO Position: Q1 2026 in Review

Atlas Private Wealth Advisors sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 3,152 shares — an estimated $220K sold.

Atlas Private Wealth Advisors first reported a position in KO in Q2 2020 and held it in 23 quarters. The position peaked at $2.18M in Q4 2023. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Atlas Private Wealth Advisors reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 3,152 Coca-Cola shares in Q1 2026, an estimated $220K.
  • Atlas Private Wealth Advisors first reported a position in Coca-Cola in Q2 2020 and held it in 23 quarters.
  • Atlas Private Wealth Advisors's Coca-Cola position peaked at $2.18M in Q4 2023.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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