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

Concurrent 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 Q1	$29M	Buy	381,189 +29,847	+8%	+$2.26M	0.32%	59
2025 Q4	$24.6M	Buy	351,342 +122,953	+54%	+$8.57M	0.28%	71
2025 Q3	$15.1M	Buy	228,389 +4,113	+2%	+$283K	0.26%	82
2025 Q2	$15.9M	Buy	224,276 +17,295	+8%	+$1.23M	0.31%	69
2025 Q1	$14.8M	Buy	206,981 +51,485	+33%	+$3.44M	0.36%	55
2024 Q4	$9.68M	Sell	155,496 -17,224	-10%	-$1.12M	0.26%	84
2024 Q3	$12.4M	Buy	172,720 +17,369	+11%	+$1.19M	0.37%	61
2024 Q2	$9.89M	Buy	155,351 +19,550	+14%	+$1.21M	0.32%	70
2024 Q1	$8.31M	Buy	135,801 +2,310	+2%	+$139K	0.33%	69
2023 Q4	$7.87M	Buy	+133,491	New	+$7.58M	0.37%	66

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concurrent Investment Advisors's KO Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Coca-Cola (KO) stake by 8.5% in Q1 2026, buying an estimated $2.26M and bringing the position to 381,189 shares worth $29M. The position accounts for 0.32% of the portfolio, ranked #59.

Concurrent Investment Advisors first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Concurrent Investment Advisors held 381,189 shares of Coca-Cola worth $29M as of Q1 2026.
Concurrent Investment Advisors bought 29,847 Coca-Cola shares in Q1 2026, an estimated $2.26M.
Coca-Cola made up 0.32% of Concurrent Investment Advisors's portfolio in Q1 2026, its #59 holding.
Concurrent Investment Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.