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Claris Advisors’s Coca-Cola KO Stock Holding History

Claris 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 		$219K Hold
2,881
– – 0.07% 67
2025
Q4 		$201K Sell
2,881
-404
-12% -$28.2K 0.06% 68
2025
Q3 		$232K Hold
3,285
– – 0.08% 65
2025
Q2 		$232K Sell
3,285
-701
-18% -$49.9K 0.08% 65
2025
Q1 		$286K Buy
3,986
+329
+9% +$22K 0.11% 60
2024
Q4 		$228K Buy
3,657
+88
+2% +$5.74K 0.09% 66
2024
Q3 		$256K Buy
+3,569
New +$244K 0.11% 52

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

Claris Advisors's KO Position: Q1 2026 in Review

Claris Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 2,881 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #67.

Claris Advisors first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $286K in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Claris Advisors held 2,881 shares of Coca-Cola worth $219K as of Q1 2026.
  • Claris Advisors left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.07% of Claris Advisors's portfolio in Q1 2026, its #67 holding.
  • Claris Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • Claris Advisors's Coca-Cola position peaked at $286K in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.