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Cohen Investment Advisors’s Coca-Cola KO Stock Holding History

Cohen Investment 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
Q2 		$3.75M Sell
46,168
-185
-0.4% -$14.6K 1.68% 24
2026
Q1 		$3.53M Buy
46,353
+515
+1% +$38.9K 1.68% 29
2025
Q4 		$3.2M Buy
45,838
+2,186
+5% +$152K 1.47% 31
2025
Q3 		$2.9M Buy
43,652
+2,550
+6% +$176K 1.41% 37
2025
Q2 		$2.91M Buy
41,102
+1,529
+4% +$109K 1.52% 30
2025
Q1 		$2.83M Buy
39,573
+5,108
+15% +$341K 1.64% 29
2024
Q4 		$2.15M Buy
34,465
+893
+3% +$58.3K 1.29% 36
2024
Q3 		$2.41M Buy
33,572
+2,184
+7% +$150K 1.47% 35
2024
Q2 		$1.76M Sell
31,388
-2,854
-8% -$177K 1.41% 35
2024
Q1 		$2.09M Buy
34,242
+4,594
+15% +$276K 1.36% 36
2023
Q4 		$1.75M Sell
29,648
-1,740
-6% -$98.8K 1.29% 39
2023
Q3 		$1.76M Buy
31,388
+3,656
+13% +$219K 1.41% 35
2023
Q2 		$1.67M Sell
27,732
-2,626
-9% -$163K 1.34% 38
2023
Q1 		$1.88M Sell
30,358
-725
-2% -$43.9K 1.49% 33
2022
Q4 		$1.98M Buy
31,083
+85
+0.3% +$5.13K 1.65% 28
2022
Q3 		$1.74M Sell
30,998
-494
-2% -$30.7K 1.59% 29
2022
Q2 		$1.98M Sell
31,492
-397
-1% -$25.2K 1.7% 28
2022
Q1 		$1.98M Buy
31,889
+183
+0.6% +$11.1K 1.47% 34
2021
Q4 		$1.88M Buy
31,706
+20
+0.1% +$1.11K 1.34% 38
2021
Q3 		$1.66M Sell
31,686
-354
-1% -$19.7K 1.28% 41
2021
Q2 		$1.73M Sell
32,040
-884
-3% -$48.1K 1.35% 39
2021
Q1 		$1.75M Buy
32,924
+2,464
+8% +$124K 1.42% 38
2020
Q4 		$1.67M Buy
+30,460
New +$1.57M 1.51% 33

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 $3.37T AUM 44.26% 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

Cohen Investment Advisors's KO Position: Q2 2026 in Review

Cohen Investment Advisors reduced its Coca-Cola (KO) stake by 0.4% in Q2 2026, selling an estimated $14.6K and leaving 46,168 shares worth $3.75M. The position accounts for 1.68% of the portfolio, ranked #24.

Cohen Investment Advisors first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cohen Investment Advisors held 46,168 shares of Coca-Cola worth $3.75M as of Q2 2026.
  • Cohen Investment Advisors sold 185 Coca-Cola shares in Q2 2026, an estimated $14.6K.
  • Coca-Cola made up 1.68% of Cohen Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Cohen Investment Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.