Avantax Advisory Services’s Coca-Cola KO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$27.9M	Buy	395,006 +27,002	+7%	+$1.92M	0.15%	102
2025 Q1	$26.4M	Buy	368,004 +9,570	+3%	+$639K	0.16%	100
2024 Q4	$22.3M	Sell	358,434 -1,339	-0.4%	-$87.4K	0.14%	110
2024 Q3	$25.9M	Buy	359,773 +7,797	+2%	+$534K	0.17%	91
2024 Q2	$22.4M	Buy	351,976 +103,316	+42%	+$6.4M	0.16%	103
2024 Q1	$15.2M	Buy	248,660 +24,902	+11%	+$1.5M	0.14%	116
2023 Q4	$13.2M	Buy	223,758 +15,565	+7%	+$884K	0.13%	124
2023 Q3	$11.7M	Buy	208,193 +9,157	+5%	+$549K	0.13%	124
2023 Q2	$12M	Buy	199,036 +17,186	+9%	+$1.07M	0.14%	122
2023 Q1	$11.3M	Buy	181,850 +31,785	+21%	+$1.92M	0.14%	122
2022 Q4	$9.55M	Buy	150,065 +12,083	+9%	+$729K	0.13%	132
2022 Q3	$7.73M	Buy	137,982 +8,346	+6%	+$519K	0.12%	138
2022 Q2	$8.15M	Buy	129,636 +9,553	+8%	+$606K	0.12%	136
2022 Q1	$7.43M	Buy	120,083 +11,519	+11%	+$701K	0.1%	147
2021 Q4	$6.43M	Buy	108,564 +11,573	+12%	+$644K	0.1%	159
2021 Q3	$5.09M	Buy	96,991 +10,653	+12%	+$594K	0.08%	176
2021 Q2	$4.67M	Sell	86,338 -163	-0.2%	-$8.87K	0.08%	181
2021 Q1	$4.55M	Buy	86,501 +13,304	+18%	+$670K	0.1%	162
2020 Q4	$4.01M	Sell	73,197 -107,328	-59%	-$5.55M	0.1%	156
2020 Q3	$8.91M	Buy	180,525 +113,840	+171%	+$5.47M	0.14%	121
2020 Q2	$2.97M	Sell	66,685 -903	-1%	-$41.6K	0.09%	167
2020 Q1	$2.98M	Sell	67,588 -1,903	-3%	-$103K	0.09%	150
2019 Q4	$3.85M	Buy	69,491 +21,627	+45%	+$1.16M	0.09%	138
2019 Q3	$2.6M	Buy	47,864 +2,297	+5%	+$123K	0.11%	100
2019 Q2	$2.32M	Buy	45,567 +2,465	+6%	+$121K	0.1%	99
2019 Q1	$2.02M	Buy	43,102 +5,002	+13%	+$234K	0.11%	101
2018 Q4	$1.8M	Buy	+38,100	New	+$1.82M	0.3%	87

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avantax Advisory Services's KO Position: Q2 2025 in Review

Avantax Advisory Services increased its Coca-Cola (KO) stake by 7.3% in Q2 2025, buying an estimated $1.92M and bringing the position to 395,006 shares worth $27.9M. The position accounts for 0.15% of the portfolio, ranked #102.

Avantax Advisory Services first reported a position in KO in Q4 2018 and has held it in 27 quarters since. 3,364 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Avantax Advisory Services held 395,006 shares of Coca-Cola worth $27.9M as of Q2 2025.
Avantax Advisory Services bought 27,002 Coca-Cola shares in Q2 2025, an estimated $1.92M.
Coca-Cola made up 0.15% of Avantax Advisory Services's portfolio in Q2 2025, its #102 holding.
Avantax Advisory Services first reported a position in Coca-Cola in Q4 2018 and has held it in 27 quarters since.
3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.