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 $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

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. 3,554 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.
3,554 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.