Capital Advantage’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $513K | Buy |
6,311
+52
| +0.8% | +$4.11K | 0.06% | 93 |
|
|
2026
Q1 | $476K | Hold |
6,259
| – | – | 0.06% | 101 |
|
|
2025
Q4 | $438K | Buy |
6,259
+87
| +1% | +$6.07K | 0.06% | 105 |
|
|
2025
Q3 | $409K | Sell |
6,172
-1,148
| -16% | -$79K | 0.06% | 104 |
|
|
2025
Q2 | $518K | Sell |
7,320
-1,197
| -14% | -$85.3K | 0.08% | 94 |
|
|
2025
Q1 | $530K | Hold |
8,517
| – | – | 0.1% | 85 |
|
|
2024
Q4 | $530K | Buy |
+8,517
| New | +$556K | 0.1% | 85 |
|
|
2021
Q2 | – | Sell |
-5,624
| Closed | -$296K | – | 79 |
|
|
2021
Q1 | $296K | Buy |
5,624
+665
| +13% | +$33.5K | 0.08% | 88 |
|
|
2020
Q4 | $259K | Buy |
4,959
+236
| +5% | +$12.2K | 0.08% | 91 |
|
|
2020
Q3 | $234K | Buy |
4,723
+27
| +0.6% | +$1.3K | 0.08% | 80 |
|
|
2020
Q2 | $210K | Buy |
4,696
+79
| +2% | +$3.64K | 0.07% | 86 |
|
|
2020
Q1 | $222K | Buy |
4,617
+508
| +12% | +$27.4K | 0.09% | 78 |
|
|
2019
Q4 | $237K | Buy |
4,109
+360
| +10% | +$19.4K | 0.07% | 81 |
|
|
2019
Q3 | $204K | Buy |
+3,749
| New | +$201K | 0.07% | 85 |
|
|
2017
Q4 | – | Sell |
-5,020
| Closed | -$226K | – | 81 |
|
|
2017
Q3 | $226K | Sell |
5,020
-520
| -9% | -$23.7K | 0.06% | 70 |
|
|
2017
Q2 | $248K | Sell |
5,540
-217
| -4% | -$9.59K | 0.07% | 66 |
|
|
2017
Q1 | $244K | Sell |
5,757
-200
| -3% | -$8.34K | 0.07% | 69 |
|
|
2016
Q4 | $247K | Buy |
5,957
+167
| +3% | +$6.95K | 0.07% | 69 |
|
|
2016
Q3 | $245K | Buy |
5,790
+2
| +0% | +$88 | 0.07% | 66 |
|
|
2016
Q2 | $262K | Sell |
5,788
-64
| -1% | -$2.89K | 0.08% | 64 |
|
|
2016
Q1 | $271K | Hold |
5,852
| – | – | 0.1% | 61 |
|
|
2015
Q4 | $251K | Sell |
5,852
-415
| -7% | -$17.6K | 0.08% | 62 |
|
|
2015
Q3 | $251K | Buy |
6,267
+93
| +2% | +$3.73K | 0.1% | 60 |
|
|
2015
Q2 | $242K | Sell |
6,174
-20,228
| -77% | -$823K | 0.09% | 61 |
|
|
2015
Q1 | $1.97M | Buy |
26,402
+20,258
| +330% | +$847K | 0.81% | 22 |
|
|
2014
Q4 | $259K | Buy |
6,144
+224
| +4% | +$9.57K | 0.11% | 52 |
|
|
2014
Q3 | $253K | Hold |
5,920
| – | – | 0.13% | 45 |
|
|
2014
Q2 | $251K | Buy |
+5,920
| New | +$240K | 0.14% | 44 |
|
|
2014
Q1 | – | Sell |
-5,014
| Closed | -$207K | – | 49 |
|
|
2013
Q4 | $207K | Buy |
+5,014
| New | +$198K | 0.14% | 43 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Capital Advantage's KO Position: Q2 2026 in Review
Capital Advantage increased its Coca-Cola (KO) stake by 0.83% in Q2 2026, buying an estimated $4.11K and bringing the position to 6,311 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #93.
Capital Advantage first reported a position in KO in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.97M in Q1 2015. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Capital Advantage held 6,311 shares of Coca-Cola worth $513K as of Q2 2026.
- Capital Advantage bought 52 Coca-Cola shares in Q2 2026, an estimated $4.11K.
- Coca-Cola made up 0.06% of Capital Advantage's portfolio in Q2 2026, its #93 holding.
- Capital Advantage first reported a position in Coca-Cola in Q4 2013 and has held it in 29 quarters since.
- Capital Advantage's Coca-Cola position peaked at $1.97M in Q1 2015.
- 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.