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
2024 Q3	–	Sell	-200	Closed	-$130	–	3841
2024 Q2	$130	Hold	200	–	–	﹤0.01%	3720
2024 Q1	$302	Hold	200	–	–	﹤0.01%	3689
2023 Q4	$46	Hold	200	–	–	﹤0.01%	2235
2023 Q3	$392	Hold	200	–	–	﹤0.01%	2197
2023 Q2	$194	Hold	200	–	–	﹤0.01%	2187
2023 Q1	$100	Hold	200	–	–	﹤0.01%	2163
2022 Q4	$14	Hold	200	–	–	﹤0.01%	2108
2022 Q3	$1K	Buy	+200	New	+$12.4K	﹤0.01%	1713
2021 Q4	–	Sell	-200	Closed	-$1K	–	1906
2021 Q3	$1K	Sell	200 -300	-60%	-$16.7K	﹤0.01%	1781
2021 Q2	$1K	Buy	+500	New	+$27.2K	﹤0.01%	1768

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers's KO Position: Q2 2026 in Review

Cetera Investment Advisers increased its Coca-Cola (KO) stake by 2.6% in Q2 2026, buying an estimated $3.6M and bringing the position to 1,817,627 shares worth $148M. The position accounts for 0.13% of the portfolio, ranked #134.

Cetera Investment Advisers first reported a position in KO in Q4 2015 and has held it in 43 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cetera Investment Advisers held 1,817,627 shares of Coca-Cola worth $148M as of Q2 2026.
Cetera Investment Advisers bought 45,523 Coca-Cola shares in Q2 2026, an estimated $3.6M.
Coca-Cola made up 0.13% of Cetera Investment Advisers's portfolio in Q2 2026, its #134 holding.
Cetera Investment Advisers first reported a position in Coca-Cola in Q4 2015 and has held it in 43 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.