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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
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 $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

Cladis Investment Advisory's KO Position: Q1 2026 in Review

Cladis Investment Advisory held its Coca-Cola (KO) position steady in Q1 2026 at 8,519 shares worth $648K. The position accounts for 0.36% of the portfolio, ranked #86.

Cladis Investment Advisory first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $799K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cladis Investment Advisory held 8,519 shares of Coca-Cola worth $648K as of Q1 2026.
  • Cladis Investment Advisory left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.36% of Cladis Investment Advisory's portfolio in Q1 2026, its #86 holding.
  • Cladis Investment Advisory first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Cladis Investment Advisory's Coca-Cola position peaked at $799K in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.