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Coppell Advisory Solutions’s Coca-Cola KO Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-10,188
Closed -$714K – 212
2025
Q4 		$714K Buy
10,188
+2,167
+27% +$151K 0.07% 212
2025
Q3 		$530K Sell
8,021
-381
-5% -$26.2K 0.06% 238
2025
Q2 		$591K Buy
8,402
+392
+5% +$27.9K 0.07% 215
2025
Q1 		$580K Buy
8,010
+135
+2% +$9.02K 0.08% 191
2024
Q4 		$489K Sell
7,875
-11,714
-60% -$765K 0.07% 171
2024
Q3 		$1.41M Buy
19,589
+12,344
+170% +$845K 0.21% 101
2024
Q2 		$461K Buy
+7,245
New +$448K 0.08% 160
2023
Q4 		$292K Buy
4,950
+3,768
+319% +$214K 0.06% 212
2023
Q3 		$75.2K Sell
1,182
-1,027
-46% -$61.6K 0.03% 249
2023
Q2 		$133K Buy
+2,209
New +$137K 0.04% 233
2023
Q1 		– Sell
-1,182
Closed -$75.2K – 684
2022
Q4 		$75.2K Buy
+1,182
New +$71.4K 0.03% 253

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

Coppell Advisory Solutions's KO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 10,188 shares — an estimated $714K sold.

Coppell Advisory Solutions first reported a position in KO in Q4 2022 and held it in 11 quarters. The position peaked at $1.41M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 10,188 Coca-Cola shares in Q1 2026, an estimated $714K.
  • Coppell Advisory Solutions first reported a position in Coca-Cola in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Coca-Cola position peaked at $1.41M in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.