Clear Trail Advisors’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
Q2
$3.98M Buy
48,924
+6,502
+15% +$514K 0.61% 45
2026
Q1
$3.23M Buy
42,422
+268
+0.6% +$20.3K 0.54% 51
2025
Q4
$2.95M Buy
+42,154
New +$2.94M 0.68% 39

Other funds holding KO

Clear Trail Advisors's KO Position: Q2 2026 in Review

Clear Trail Advisors increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $514K and bringing the position to 48,924 shares worth $3.98M. The position accounts for 0.61% of the portfolio, ranked #45.

Clear Trail Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,612 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Clear Trail Advisors held 48,924 shares of Coca-Cola worth $3.98M as of Q2 2026.
  • Clear Trail Advisors bought 6,502 Coca-Cola shares in Q2 2026, an estimated $514K.
  • Coca-Cola made up 0.61% of Clear Trail Advisors's portfolio in Q2 2026, its #45 holding.
  • Clear Trail Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.