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Cladis Investment Advisory’s Coca-Cola KO Stock Holding History

Cladis Investment Advisory’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
Q2 		$692K Buy
8,520
+1
+0% +$79 0.32% 88
2026
Q1 		$648K Hold
8,519
– – 0.36% 86
2025
Q4 		$596K Buy
8,519
+2
+0% +$139 0.33% 85
2025
Q3 		$565K Sell
8,517
-1,098
-11% -$75.6K 0.32% 84
2025
Q2 		$680K Buy
9,615
+1
+0% +$71 0.43% 70
2025
Q1 		$689K Sell
9,614
-100
-1% -$6.68K 0.5% 63
2024
Q4 		$605K Sell
9,714
-1,398
-13% -$91.3K 0.43% 68
2024
Q3 		$799K Buy
11,112
+1
+0% +$68 0.55% 58
2024
Q2 		$707K Buy
11,111
+1
+0% +$62 0.51% 60
2024
Q1 		$680K Sell
11,110
-200
-2% -$12K 0.5% 61
2023
Q4 		$667K Buy
11,310
+532
+5% +$30.2K 0.52% 61
2023
Q3 		$603K Buy
10,778
+289
+3% +$17.3K 0.53% 62
2023
Q2 		$632K Buy
10,489
+1
+0% +$62 0.55% 63
2023
Q1 		$651K Buy
10,488
+100
+1% +$6.05K 0.58% 61
2022
Q4 		$661K Sell
10,388
-298
-3% -$18K 0.66% 53
2022
Q3 		$599K Buy
10,686
+1
+0% +$62 0.65% 52
2022
Q2 		$672K Buy
10,685
+1
+0% +$63 0.67% 49
2022
Q1 		$662K Buy
10,684
+1,650
+18% +$100K 0.54% 63
2021
Q4 		$535K Buy
+9,034
New +$503K 0.43% 70

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cladis Investment Advisory's KO Position: Q2 2026 in Review

Cladis Investment Advisory increased its Coca-Cola (KO) stake by 0.01% in Q2 2026, buying an estimated $79 and bringing the position to 8,520 shares worth $692K. The position accounts for 0.32% of the portfolio, ranked #88.

Cladis Investment Advisory first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $799K in Q3 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cladis Investment Advisory held 8,520 shares of Coca-Cola worth $692K as of Q2 2026.
  • Cladis Investment Advisory bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.32% of Cladis Investment Advisory's portfolio in Q2 2026, its #88 holding.
  • Cladis Investment Advisory first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's Coca-Cola position peaked at $799K in Q3 2024.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.