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
2016 Q4	–	Sell	-425	Closed	-$12K	–	464
2016 Q3	$12K	Sell	425 -260	-38%	-$11.4K	﹤0.01%	354
2016 Q2	$179K	Sell	685 -115	-14%	-$5.2K	0.03%	268
2016 Q1	$588K	Sell	800 -1,200	-60%	-$52.2K	0.1%	162
2015 Q4	$244K	Buy	+2,000	New	+$84.9K	0.04%	235

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. 3,552 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.
3,552 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.