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 Q2	$34.2M	Buy	420,729 +39,540	+10%	+$3.12M	0.29%	65
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Coca-Cola (KO) stake by 10% in Q2 2026, buying an estimated $3.12M and bringing the position to 420,729 shares worth $34.2M. The position accounts for 0.29% of the portfolio, ranked #65.

Concurrent Investment Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Concurrent Investment Advisors held 420,729 shares of Coca-Cola worth $34.2M as of Q2 2026.
Concurrent Investment Advisors bought 39,540 Coca-Cola shares in Q2 2026, an estimated $3.12M.
Coca-Cola made up 0.29% of Concurrent Investment Advisors's portfolio in Q2 2026, its #65 holding.
Concurrent Investment Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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