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

Bell 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 		$450K Buy
5,911
+3,057
+107% +$231K 0.07% 83
2025
Q4 		$200K Buy
2,854
+240
+9% +$16.7K 0.03% 122
2025
Q3 		$173K Sell
2,614
-353
-12% -$24.3K 0.03% 129
2025
Q2 		$210K Buy
2,967
+438
+17% +$31.2K 0.04% 114
2025
Q1 		$181K Sell
2,529
-297
-11% -$19.8K 0.03% 113
2024
Q4 		$176K Buy
2,826
+260
+10% +$17K 0.03% 114
2024
Q3 		$184K Sell
2,566
-1,194
-32% -$81.8K 0.03% 109
2024
Q2 		$239K Sell
3,760
-192
-5% -$11.9K 0.05% 96
2024
Q1 		$242K Buy
3,952
+396
+11% +$23.8K 0.05% 92
2023
Q4 		$210K Sell
3,556
-443
-11% -$25.2K 0.04% 90
2023
Q3 		$224K Buy
3,999
+406
+11% +$24.4K 0.05% 87
2023
Q2 		$216K Sell
3,593
-61
-2% -$3.79K 0.05% 80
2023
Q1 		$227K Sell
3,654
-495
-12% -$30K 0.05% 79
2022
Q4 		$264K Buy
4,149
+409
+11% +$24.7K 0.07% 70
2022
Q3 		$210K Buy
3,740
+254
+7% +$15.8K 0.07% 65
2022
Q2 		$219K Buy
+3,486
New +$221K 0.07% 63
2021
Q4 		$179K Sell
3,026
-161
-5% -$8.96K 0.05% 76
2021
Q3 		$167K Buy
+3,187
New +$178K 0.05% 77

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

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

Bell Investment Advisors increased its Coca-Cola (KO) stake by 107% in Q1 2026, buying an estimated $231K and bringing the position to 5,911 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #83.

Bell Investment Advisors first reported a position in KO in Q3 2021 and has held it in 18 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Bell Investment Advisors held 5,911 shares of Coca-Cola worth $450K as of Q1 2026.
  • Bell Investment Advisors bought 3,057 Coca-Cola shares in Q1 2026, an estimated $231K.
  • Coca-Cola made up 0.07% of Bell Investment Advisors's portfolio in Q1 2026, its #83 holding.
  • Bell Investment Advisors first reported a position in Coca-Cola in Q3 2021 and has held it in 18 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.