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Continuum Advisory’s Coca-Cola KO Stock Holding History

Continuum Advisory’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 		$1.3M Sell
17,154
-1,270
-7% -$96K 0.13% 159
2025
Q4 		$1.29M Buy
18,424
+378
+2% +$26.4K 0.13% 151
2025
Q3 		$1.2M Buy
18,046
+5,902
+49% +$406K 0.13% 152
2025
Q2 		$859K Sell
12,144
-2,367
-16% -$169K 0.1% 188
2025
Q1 		$1.04M Sell
14,511
-267
-2% -$17.8K 0.13% 146
2024
Q4 		$920K Sell
14,778
-277
-2% -$18.1K 0.12% 162
2024
Q3 		$942K Sell
15,055
-142
-0.9% -$9.72K 0.12% 161
2024
Q2 		$967K Sell
15,197
-132
-0.9% -$8.17K 0.14% 158
2024
Q1 		$964K Sell
15,329
-5,319
-26% -$320K 0.14% 158
2023
Q4 		$1.22M Sell
20,648
-27,033
-57% -$1.54M 0.17% 150
2023
Q3 		$1.15M Buy
47,681
+402
+0.9% +$24.1K 0.19% 148
2023
Q2 		$1.22M Buy
47,279
+452
+1% +$28.1K 0.19% 141
2023
Q1 		$1.22M Sell
46,827
-111
-0.2% -$6.72K 0.21% 130
2022
Q4 		$1.26M Buy
46,938
+942
+2% +$56.9K 0.23% 130
2022
Q3 		$1.06M Sell
45,996
-1,137
-2% -$70.7K 0.19% 142
2022
Q2 		$1.26M Buy
47,133
+3,189
+7% +$202K 0.23% 123
2022
Q1 		$1.09M Buy
43,944
+5,182
+13% +$315K 0.21% 124
2021
Q4 		$691K Buy
38,762
+381
+1% +$21.2K 0.16% 147
2021
Q3 		$596K Buy
38,381
+28,312
+281% +$1.58M 0.16% 140
2021
Q2 		$545K Buy
10,069
+5,307
+111% +$289K 0.17% 132
2021
Q1 		$254K Buy
4,762
+39
+0.8% +$1.96K 0.11% 151
2020
Q4 		$259K Buy
4,723
+306
+7% +$15.8K 0.12% 132
2020
Q3 		$217K Buy
+4,417
New +$212K 0.12% 133
2018
Q1 		– Sell
-10,059
Closed -$462K – 154
2017
Q4 		$462K Buy
10,059
+791
+9% +$36.4K 0.35% 76
2017
Q3 		$417K Buy
9,268
+690
+8% +$31.4K 0.37% 79
2017
Q2 		$385K Buy
8,578
+335
+4% +$14.8K 0.38% 83
2017
Q1 		$350K Buy
+8,243
New +$344K 0.42% 68

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Continuum Advisory's KO Position: Q1 2026 in Review

Continuum Advisory reduced its Coca-Cola (KO) stake by 6.9% in Q1 2026, selling an estimated $96K and leaving 17,154 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #159.

Continuum Advisory first reported a position in KO in Q1 2017 and has held it in 27 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Continuum Advisory held 17,154 shares of Coca-Cola worth $1.3M as of Q1 2026.
  • Continuum Advisory sold 1,270 Coca-Cola shares in Q1 2026, an estimated $96K.
  • Coca-Cola made up 0.13% of Continuum Advisory's portfolio in Q1 2026, its #159 holding.
  • Continuum Advisory first reported a position in Coca-Cola in Q1 2017 and has held it in 27 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.