Clearstead 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
Q1 | $16.6M | Buy |
218,382
+19,167
| +10% | +$1.45M | 0.15% | 120 |
|
|
2025
Q4 | $13.9M | Buy |
199,215
+15,068
| +8% | +$1.05M | 0.18% | 108 |
|
|
2025
Q3 | $12.2M | Sell |
184,147
-6,483
| -3% | -$446K | 0.16% | 122 |
|
|
2025
Q2 | $13.5M | Buy |
190,630
+13,898
| +8% | +$990K | 0.19% | 106 |
|
|
2025
Q1 | $12.7M | Buy |
176,732
+2,371
| +1% | +$158K | 0.2% | 104 |
|
|
2024
Q4 | $10.9M | Sell |
174,361
-4,652
| -3% | -$304K | 0.16% | 124 |
|
|
2024
Q3 | $12.9M | Sell |
179,013
-1,183
| -0.7% | -$81K | 0.2% | 107 |
|
|
2024
Q2 | $11.5M | Buy |
180,196
+79,641
| +79% | +$4.93M | 0.2% | 108 |
|
|
2024
Q1 | $6.39M | Sell |
100,555
-651
| -0.6% | -$39.1K | 0.32% | 64 |
|
|
2023
Q4 | $5.96M | Sell |
101,206
-133,296
| -57% | -$7.57M | 0.32% | 64 |
|
|
2023
Q3 | $13.1M | Buy |
234,502
+127,216
| +119% | +$7.63M | 0.38% | 57 |
|
|
2023
Q2 | $6.46M | Buy |
107,286
+5,063
| +5% | +$315K | 0.39% | 53 |
|
|
2023
Q1 | $6.34M | Buy |
102,223
+8,128
| +9% | +$492K | 0.46% | 45 |
|
|
2022
Q4 | $5.99M | Buy |
94,095
+4,231
| +5% | +$255K | 0.47% | 46 |
|
|
2022
Q3 | $5.03M | Sell |
89,864
-14,553
| -14% | -$904K | 0.46% | 46 |
|
|
2022
Q2 | $6.57M | Buy |
104,417
+3,925
| +4% | +$249K | 0.51% | 47 |
|
|
2022
Q1 | $6.23M | Buy |
100,492
+5,304
| +6% | +$323K | 0.42% | 50 |
|
|
2021
Q4 | $5.64M | Buy |
95,188
+1,716
| +2% | +$95.6K | 0.38% | 55 |
|
|
2021
Q3 | $4.9M | Sell |
93,472
-9,048
| -9% | -$504K | 0.37% | 59 |
|
|
2021
Q2 | $5.55M | Buy |
102,520
+232
| +0.2% | +$12.6K | 0.43% | 51 |
|
|
2021
Q1 | $5.39M | Buy |
102,288
+397
| +0.4% | +$20K | 0.45% | 46 |
|
|
2020
Q4 | $5.59M | Sell |
101,891
-696
| -0.7% | -$36K | 0.51% | 42 |
|
|
2020
Q3 | $5.07M | Sell |
102,587
-5,632
| -5% | -$271K | 0.54% | 39 |
|
|
2020
Q2 | $4.83M | Buy |
108,219
+41,427
| +62% | +$1.91M | 0.56% | 40 |
|
|
2020
Q1 | $2.96M | Sell |
66,792
-5,673
| -8% | -$306K | 0.43% | 50 |
|
|
2019
Q4 | $4.01M | Buy |
72,465
+3,428
| +5% | +$184K | 0.49% | 50 |
|
|
2019
Q3 | $3.76M | Buy |
69,037
+559
| +0.8% | +$29.9K | 0.5% | 50 |
|
|
2019
Q2 | $3.49M | Sell |
68,478
-1,244
| -2% | -$61K | 0.46% | 53 |
|
|
2019
Q1 | $3.27M | Sell |
69,722
-3,732
| -5% | -$175K | 0.45% | 56 |
|
|
2018
Q4 | $3.48M | Sell |
73,454
-3,169
| -4% | -$152K | 0.54% | 50 |
|
|
2018
Q3 | $3.54M | Sell |
76,623
-625
| -0.8% | -$28.6K | 0.49% | 46 |
|
|
2018
Q2 | $3.39M | Sell |
77,248
-1,314
| -2% | -$56.8K | 0.48% | 47 |
|
|
2018
Q1 | $3.41M | Sell |
78,562
-11,050
| -12% | -$496K | 0.49% | 44 |
|
|
2017
Q4 | $4.11M | Sell |
89,612
-40,944
| -31% | -$1.88M | 0.56% | 40 |
|
|
2017
Q3 | $5.88M | Buy |
130,556
+36,888
| +39% | +$1.68M | 0.77% | 23 |
|
|
2017
Q2 | $4.2M | Buy |
93,668
+412
| +0.4% | +$18.2K | 0.61% | 35 |
|
|
2017
Q1 | $3.96M | Buy |
93,256
+3,349
| +4% | +$140K | 0.58% | 40 |
|
|
2016
Q4 | $3.73M | Buy |
+89,907
| New | +$3.74M | 0.6% | 40 |
|
Other funds holding KO
VCM
VPM
Clearstead Advisors's KO Position: Q1 2026 in Review
Clearstead Advisors increased its Coca-Cola (KO) stake by 9.6% in Q1 2026, buying an estimated $1.45M and bringing the position to 218,382 shares worth $16.6M. The position accounts for 0.15% of the portfolio, ranked #120.
Clearstead Advisors first reported a position in KO in Q4 2016 and has held it in 38 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Clearstead Advisors held 218,382 shares of Coca-Cola worth $16.6M as of Q1 2026.
- Clearstead Advisors bought 19,167 Coca-Cola shares in Q1 2026, an estimated $1.45M.
- Coca-Cola made up 0.15% of Clearstead Advisors's portfolio in Q1 2026, its #120 holding.
- Clearstead Advisors first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
- 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.