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Childress Capital Advisors’s Coca-Cola KO Stock Holding History

Childress Capital Advisors’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 		$1.27M Sell
16,715
-2,548
-13% -$193K 0.23% 65
2025
Q4 		$1.35M Buy
19,263
+1,853
+11% +$129K 0.22% 69
2025
Q3 		$1.15M Buy
17,410
+1,354
+8% +$93.2K 0.21% 77
2025
Q2 		$1.14M Buy
16,056
+2,575
+19% +$183K 0.29% 58
2025
Q1 		$965K Sell
13,481
-530
-4% -$35.4K 0.28% 57
2024
Q4 		$872K Sell
14,011
-524
-4% -$34.2K 0.24% 62
2024
Q3 		$1.04M Buy
14,535
+661
+5% +$45.3K 0.28% 62
2024
Q2 		$883K Buy
13,874
+1,244
+10% +$77K 0.25% 65
2024
Q1 		$773K Sell
12,630
-1,713
-12% -$103K 0.22% 69
2023
Q4 		$845K Buy
14,343
+970
+7% +$55.1K 0.25% 62
2023
Q3 		$731K Buy
+13,373
New +$802K 0.24% 60
2023
Q2 		– Sell
-4,537
Closed -$281K – 87
2023
Q1 		$281K Sell
4,537
-7,009
-61% -$424K 0.12% 66
2022
Q4 		$734K Sell
11,546
-1,754
-13% -$106K 0.24% 68
2022
Q3 		$754K Sell
13,300
-230
-2% -$14.3K 0.29% 62
2022
Q2 		$851K Buy
13,530
+2,163
+19% +$137K 0.34% 60
2022
Q1 		$704K Sell
11,367
-65
-0.6% -$3.95K 0.25% 74
2021
Q4 		$677K Sell
11,432
-2,483
-18% -$138K 0.28% 69
2021
Q3 		$674K Buy
13,915
+4,983
+56% +$278K 0.27% 72
2021
Q2 		$483K Sell
8,932
-2,455
-22% -$134K 0.22% 78
2021
Q1 		$600K Buy
11,387
+4,325
+61% +$218K 0.28% 70
2020
Q4 		$389K Buy
+7,062
New +$365K 0.23% 53

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

Childress Capital Advisors's KO Position: Q1 2026 in Review

Childress Capital Advisors reduced its Coca-Cola (KO) stake by 13% in Q1 2026, selling an estimated $193K and leaving 16,715 shares worth $1.27M. The position accounts for 0.23% of the portfolio, ranked #65.

Childress Capital Advisors first reported a position in KO in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.35M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Childress Capital Advisors held 16,715 shares of Coca-Cola worth $1.27M as of Q1 2026.
  • Childress Capital Advisors sold 2,548 Coca-Cola shares in Q1 2026, an estimated $193K.
  • Coca-Cola made up 0.23% of Childress Capital Advisors's portfolio in Q1 2026, its #65 holding.
  • Childress Capital Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • Childress Capital Advisors's Coca-Cola position peaked at $1.35M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.