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

Capital Performance 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 		$870K Buy
11,441
+871
+8% +$65.8K 0.06% 143
2025
Q4 		$739K Buy
10,570
+2,791
+36% +$195K 0.05% 158
2025
Q3 		$516K Buy
7,779
+2,490
+47% +$171K 0.09% 124
2025
Q2 		$374K Sell
5,289
-1,794
-25% -$128K 0.07% 131
2025
Q1 		$507K Buy
+7,083
New +$473K 0.11% 100
2024
Q4 		– Sell
-1,795
Closed -$129K – 1483
2024
Q3 		$129K Buy
+1,795
New +$123K 0.04% 155

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

Capital Performance Advisors's KO Position: Q1 2026 in Review

Capital Performance Advisors increased its Coca-Cola (KO) stake by 8.2% in Q1 2026, buying an estimated $65.8K and bringing the position to 11,441 shares worth $870K. The position accounts for 0.06% of the portfolio, ranked #143.

Capital Performance Advisors first reported a position in KO in Q3 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Capital Performance Advisors held 11,441 shares of Coca-Cola worth $870K as of Q1 2026.
  • Capital Performance Advisors bought 871 Coca-Cola shares in Q1 2026, an estimated $65.8K.
  • Coca-Cola made up 0.06% of Capital Performance Advisors's portfolio in Q1 2026, its #143 holding.
  • Capital Performance Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.