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

Catalyst Capital 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	$181K	Sell	2,377 -1,160	-33%	-$87.7K	﹤0.01%	209
2025 Q4	$247K	Buy	3,537 +930	+36%	+$64.8K	0.01%	208
2025 Q3	$173K	Sell	2,607 -1,927	-43%	-$133K	﹤0.01%	242
2025 Q2	$321K	Sell	4,534 -4,944	-52%	-$352K	0.01%	209
2025 Q1	$679K	Buy	9,478 +3,310	+54%	+$221K	0.01%	170
2024 Q4	$384K	Buy	6,168 +3,466	+128%	+$226K	0.01%	198
2024 Q3	$194K	Buy	+2,702	New	+$185K	﹤0.01%	228
2020 Q2	–	Sell	-110,000	Closed	-$4.87M	–	286
2020 Q1	$4.87M	Sell	110,000 -31,300	-22%	-$1.69M	0.24%	63
2019 Q4	$7.82M	Buy	+141,300	New	+$7.6M	0.25%	56
2019 Q2	–	Sell	-18,000	Closed	-$843K	–	447
2019 Q1	$843K	Buy	+18,000	New	+$842K	0.03%	142
2016 Q2	–	Sell	-13,340	Closed	-$603K	–	487
2016 Q1	$619K	Buy	+13,340	New	+$581K	0.1%	153
2014 Q3	–	Sell	-194,000	Closed	-$8.22M	–	454
2014 Q2	$8.22M	Buy	194,000 +68,000	+54%	+$2.76M	1.34%	7
2014 Q1	$4.87M	Buy	+126,000	New	+$4.87M	1.1%	10

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Catalyst Capital Advisors reduced its Coca-Cola (KO) stake by 33% in Q1 2026, selling an estimated $87.7K and leaving 2,377 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Catalyst Capital Advisors first reported a position in KO in Q1 2014 and has held it in 13 quarters since. The position peaked at $8.22M in Q2 2014. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Catalyst Capital Advisors held 2,377 shares of Coca-Cola worth $181K as of Q1 2026.
Catalyst Capital Advisors sold 1,160 Coca-Cola shares in Q1 2026, an estimated $87.7K.
Coca-Cola made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q1 2026, its #209 holding.
Catalyst Capital Advisors first reported a position in Coca-Cola in Q1 2014 and has held it in 13 quarters since.
Catalyst Capital Advisors's Coca-Cola position peaked at $8.22M in Q2 2014.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Catalyst Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.