Cetera Investment Advisers
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Cetera Investment Advisers’s Coca-Cola KO Stock Holding History

Cetera Investment Advisers’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 		$135M Buy
1,772,104
+54,782
+3% +$4.14M 0.14% 128
2025
Q4 		$120M Buy
1,717,322
+80,817
+5% +$5.63M 0.13% 133
2025
Q3 		$109M Buy
1,636,505
+378,850
+30% +$26.1M 0.13% 145
2025
Q2 		$89M Buy
1,257,655
+56,914
+5% +$4.05M 0.15% 136
2025
Q1 		$86M Buy
1,200,741
+127,774
+12% +$8.53M 0.17% 118
2024
Q4 		$66.8M Buy
1,072,967
+40,625
+4% +$2.65M 0.14% 150
2024
Q3 		$74.2M Sell
1,032,342
-4,609
-0.4% -$316K 0.16% 130
2024
Q2 		$66M Sell
1,036,951
-16,511
-2% -$1.02M 0.15% 130
2024
Q1 		$64.5M Buy
1,053,462
+782,996
+289% +$47M 0.15% 130
2023
Q4 		$15.9M Buy
270,466
+4,565
+2% +$259K 0.13% 149
2023
Q3 		$14.9M Buy
265,901
+909
+0.3% +$54.5K 0.13% 153
2023
Q2 		$16M Buy
264,992
+18,759
+8% +$1.17M 0.13% 141
2023
Q1 		$15.3M Buy
246,233
+11,654
+5% +$706K 0.13% 138
2022
Q4 		$14.9M Buy
234,579
+79,064
+51% +$4.77M 0.14% 146
2022
Q3 		$8.71M Sell
155,515
-26,359
-14% -$1.64M 0.17% 121
2022
Q2 		$11.4M Sell
181,874
-303
-0.2% -$19.2K 0.18% 112
2022
Q1 		$11.3M Sell
182,177
-8,480
-4% -$516K 0.16% 131
2021
Q4 		$11.3M Buy
190,657
+14,041
+8% +$782K 0.16% 139
2021
Q3 		$9.27M Sell
176,616
-13,532
-7% -$754K 0.15% 152
2021
Q2 		$10.3M Buy
190,148
+21,320
+13% +$1.16M 0.17% 136
2021
Q1 		$8.9M Sell
168,828
-1,273
-0.7% -$64.1K 0.18% 121
2020
Q4 		$9.33M Buy
170,101
+112,937
+198% +$5.84M 0.18% 121
2020
Q3 		$2.82M Buy
57,164
+3,485
+6% +$168K 0.23% 110
2020
Q2 		$2.4M Buy
53,679
+8,938
+20% +$412K 0.22% 118
2020
Q1 		$1.98M Buy
44,741
+1,453
+3% +$78.5K 0.24% 114
2019
Q4 		$2.4M Buy
43,288
+1,324
+3% +$71.2K 0.24% 112
2019
Q3 		$2.28M Buy
41,964
+5,201
+14% +$279K 0.28% 95
2019
Q2 		$1.87M Buy
36,763
+869
+2% +$42.6K 0.24% 109
2019
Q1 		$1.69M Buy
35,894
+434
+1% +$20.3K 0.24% 107
2018
Q4 		$1.69M Sell
35,460
-250
-0.7% -$12K 0.28% 99
2018
Q3 		$1.65M Buy
35,710
+6,843
+24% +$313K 0.24% 109
2018
Q2 		$1.26M Sell
28,867
-7,274
-20% -$314K 0.22% 117
2018
Q1 		$1.57M Sell
36,141
-4,436
-11% -$199K 0.29% 92
2017
Q4 		$1.87M Buy
40,577
+692
+2% +$31.8K 0.34% 80
2017
Q3 		$1.8M Buy
39,885
+990
+3% +$45K 0.4% 61
2017
Q2 		$1.73M Buy
38,895
+4,672
+14% +$206K 0.43% 61
2017
Q1 		$1.45M Buy
34,223
+612
+2% +$25.5K 0.4% 63
2016
Q4 		$1.39M Buy
33,611
+10,213
+44% +$425K 0.46% 59
2016
Q3 		$991K Sell
23,398
-6,387
-21% -$280K 0.43% 65
2016
Q2 		$1.35M Buy
29,785
+551
+2% +$24.9K 0.53% 51
2016
Q1 		$1.35M Buy
29,234
+2,422
+9% +$105K 0.59% 42
2015
Q4 		$1.15M Buy
+26,812
New +$1.14M 0.53% 54

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

Cetera Investment Advisers's KO Position: Q1 2026 in Review

Cetera Investment Advisers increased its Coca-Cola (KO) stake by 3.2% in Q1 2026, buying an estimated $4.14M and bringing the position to 1,772,104 shares worth $135M. The position accounts for 0.14% of the portfolio, ranked #128.

Cetera Investment Advisers first reported a position in KO in Q4 2015 and has held it in 42 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cetera Investment Advisers held 1,772,104 shares of Coca-Cola worth $135M as of Q1 2026.
  • Cetera Investment Advisers bought 54,782 Coca-Cola shares in Q1 2026, an estimated $4.14M.
  • Coca-Cola made up 0.14% of Cetera Investment Advisers's portfolio in Q1 2026, its #128 holding.
  • Cetera Investment Advisers first reported a position in Coca-Cola in Q4 2015 and has held it in 42 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.