CBIZ Investment Advisory Services’s Coca-Cola KO Stock Holding History

CBIZ Investment Advisory Services’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	$50.1K	Sell	657 -1,320	-67%	-$99.8K	﹤0.01%	91
2025 Q4	$138K	Buy	1,977 +489	+33%	+$34.1K	0.01%	69
2025 Q3	$99.4K	Sell	1,488 -145	-9%	-$9.98K	﹤0.01%	81
2025 Q2	$116K	Buy	1,633 +80	+5%	+$5.7K	0.01%	68
2025 Q1	$112K	Buy	1,553 +292	+23%	+$19.5K	0.01%	72
2024 Q4	$78.5K	Buy	1,261 +32	+3%	+$2.09K	﹤0.01%	88
2024 Q3	$88.9K	Hold	1,229	–	–	﹤0.01%	74
2024 Q2	$78.8K	Sell	1,229 -211	-15%	-$13.1K	﹤0.01%	76
2024 Q1	$88.2K	Buy	+1,440	New	+$86.5K	0.01%	75
2021 Q3	–	Hold	0	–	–	–	81
2021 Q2	–	Hold	0	–	–	–	70
2021 Q1	–	Hold	0	–	–	–	62
2020 Q4	–	Hold	0	–	–	–	66
2020 Q3	–	Hold	0	–	–	–	73
2020 Q2	–	Hold	0	–	–	–	57
2020 Q1	–	Hold	0	–	–	–	59
2019 Q4	–	Hold	0	–	–	–	62

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

CBIZ Investment Advisory Services's KO Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Coca-Cola (KO) stake by 67% in Q1 2026, selling an estimated $99.8K and leaving 657 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #91.

CBIZ Investment Advisory Services first reported a position in KO in Q1 2024 and has held it in 9 quarters since. The position peaked at $138K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

CBIZ Investment Advisory Services held 657 shares of Coca-Cola worth $50.1K as of Q1 2026.
CBIZ Investment Advisory Services sold 1,320 Coca-Cola shares in Q1 2026, an estimated $99.8K.
Coca-Cola made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #91 holding.
CBIZ Investment Advisory Services first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Coca-Cola position peaked at $138K in Q4 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.