Checchi Capital Advisers’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.76M | Buy |
49,379
+1,801
| +4% | +$136K | 0.19% | 92 |
|
|
2025
Q4 | $3.33M | Sell |
47,578
-291
| -0.6% | -$20.3K | 0.17% | 91 |
|
|
2025
Q3 | $3.17M | Sell |
47,869
-4,570
| -9% | -$315K | 0.17% | 96 |
|
|
2025
Q2 | $3.71M | Sell |
52,439
-764
| -1% | -$54.4K | 0.21% | 92 |
|
|
2025
Q1 | $3.81M | Buy |
53,203
+1,580
| +3% | +$106K | 0.2% | 84 |
|
|
2024
Q4 | $3.21M | Buy |
51,623
+405
| +0.8% | +$26.4K | 0.19% | 91 |
|
|
2024
Q3 | $3.68M | Sell |
51,218
-726
| -1% | -$49.7K | 0.21% | 78 |
|
|
2024
Q2 | $3.31M | Buy |
51,944
+1,332
| +3% | +$82.5K | 0.17% | 82 |
|
|
2024
Q1 | $3.1M | Sell |
50,612
-1,368
| -3% | -$82.2K | 0.24% | 89 |
|
|
2023
Q4 | $3.06M | Sell |
51,980
-1,095
| -2% | -$62.2K | 0.25% | 88 |
|
|
2023
Q3 | $2.97M | Buy |
53,075
+6,435
| +14% | +$386K | 0.28% | 83 |
|
|
2023
Q2 | $2.81M | Buy |
46,640
+239
| +0.5% | +$14.9K | 0.25% | 85 |
|
|
2023
Q1 | $2.88M | Sell |
46,401
-72
| -0.2% | -$4.36K | 0.28% | 75 |
|
|
2022
Q4 | $2.96M | Sell |
46,473
-3,465
| -7% | -$209K | 0.31% | 73 |
|
|
2022
Q3 | $2.8M | Buy |
49,938
+21
| +0% | +$1.3K | 0.26% | 83 |
|
|
2022
Q2 | $3.2M | Buy |
49,917
+7,282
| +17% | +$462K | 0.28% | 77 |
|
|
2022
Q1 | $2.64M | Buy |
42,635
+3,208
| +8% | +$195K | 0.22% | 75 |
|
|
2021
Q4 | $2.33M | Buy |
39,427
+408
| +1% | +$22.7K | 0.21% | 82 |
|
|
2021
Q3 | $2.05M | Sell |
39,019
-103
| -0.3% | -$5.74K | 0.2% | 84 |
|
|
2021
Q2 | $2.12M | Sell |
39,122
-791
| -2% | -$43K | 0.21% | 90 |
|
|
2021
Q1 | $2.1M | Sell |
39,913
-1,859
| -4% | -$93.6K | 0.21% | 86 |
|
|
2020
Q4 | $2.29M | Buy |
41,772
+427
| +1% | +$22.1K | 0.24% | 76 |
|
|
2020
Q3 | $2.04M | Buy |
41,345
+294
| +0.7% | +$14.1K | 0.23% | 72 |
|
|
2020
Q2 | $1.83M | Sell |
41,051
-1,496
| -4% | -$68.9K | 0.22% | 74 |
|
|
2020
Q1 | $1.88M | Sell |
42,547
-142
| -0.3% | -$7.67K | 0.18% | 60 |
|
|
2019
Q4 | $2.36M | Buy |
42,689
+3,495
| +9% | +$188K | 0.32% | 59 |
|
|
2019
Q3 | $2.13M | Sell |
39,194
-722
| -2% | -$38.7K | 0.28% | 58 |
|
|
2019
Q2 | $2.03M | Sell |
39,916
-255
| -0.6% | -$12.5K | 0.26% | 60 |
|
|
2019
Q1 | $1.88M | Sell |
40,171
-3,845
| -9% | -$180K | 0.22% | 67 |
|
|
2018
Q4 | $2.08M | Sell |
44,016
-30,210
| -41% | -$1.45M | 0.27% | 55 |
|
|
2018
Q3 | $3.43M | Buy |
74,226
+4,506
| +6% | +$206K | 0.39% | 32 |
|
|
2018
Q2 | $3.06M | Buy |
69,720
+532
| +0.8% | +$23K | 0.38% | 29 |
|
|
2018
Q1 | $3M | Sell |
69,188
-4,744
| -6% | -$213K | 0.4% | 28 |
|
|
2017
Q4 | $3.39M | Buy |
73,932
+5,012
| +7% | +$230K | 0.46% | 26 |
|
|
2017
Q3 | $3.1M | Sell |
68,920
-2,365
| -3% | -$108K | 0.31% | 26 |
|
|
2017
Q2 | $3.2M | Sell |
71,285
-2,406
| -3% | -$106K | 0.35% | 22 |
|
|
2017
Q1 | $3.13M | Buy |
73,691
+3,936
| +6% | +$164K | 0.36% | 27 |
|
|
2016
Q4 | $2.89M | Buy |
69,755
+252
| +0.4% | +$10.5K | 0.39% | 24 |
|
|
2016
Q3 | $2.94M | Sell |
69,503
-240
| -0.3% | -$10.5K | 0.33% | 26 |
|
|
2016
Q2 | $3.16M | Buy |
69,743
+967
| +1% | +$43.7K | 0.36% | 21 |
|
|
2016
Q1 | $3.19M | Sell |
68,776
-3,323
| -5% | -$145K | 0.71% | 19 |
|
|
2015
Q4 | $3.1M | Buy |
72,099
+3,884
| +6% | +$165K | 0.78% | 16 |
|
|
2015
Q3 | $2.74M | Buy |
68,215
+3,015
| +5% | +$121K | 0.74% | 19 |
|
|
2015
Q2 | $2.56M | Sell |
65,200
-370
| -0.6% | -$15K | 0.67% | 25 |
|
|
2015
Q1 | $2.66M | Buy |
65,570
+3,954
| +6% | +$165K | 0.79% | 22 |
|
|
2014
Q4 | $2.6M | Buy |
61,616
+4,135
| +7% | +$177K | 0.98% | 19 |
|
|
2014
Q3 | $2.45M | Buy |
57,481
+8,321
| +17% | +$344K | 1.01% | 20 |
|
|
2014
Q2 | $2.08M | Buy |
49,160
+2,758
| +6% | +$112K | 0.95% | 20 |
|
|
2014
Q1 | $1.79M | Buy |
46,402
+31,242
| +206% | +$1.21M | 1.1% | 22 |
|
|
2013
Q4 | $626K | Buy |
+15,160
| New | +$598K | 0.49% | 41 |
|
Other funds holding KO
VCM
VPM
Checchi Capital Advisers's KO Position: Q1 2026 in Review
Checchi Capital Advisers increased its Coca-Cola (KO) stake by 3.8% in Q1 2026, buying an estimated $136K and bringing the position to 49,379 shares worth $3.76M. The position accounts for 0.19% of the portfolio, ranked #92.
Checchi Capital Advisers first reported a position in KO in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.81M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Checchi Capital Advisers held 49,379 shares of Coca-Cola worth $3.76M as of Q1 2026.
- Checchi Capital Advisers bought 1,801 Coca-Cola shares in Q1 2026, an estimated $136K.
- Coca-Cola made up 0.19% of Checchi Capital Advisers's portfolio in Q1 2026, its #92 holding.
- Checchi Capital Advisers first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
- Checchi Capital Advisers's Coca-Cola position peaked at $3.81M in Q1 2025.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.