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

Dana 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 		$6.4M Sell
84,213
-40
-0% -$3.02K 0.19% 139
2025
Q4 		$5.89M Sell
84,253
-345
-0.4% -$24.1K 0.17% 146
2025
Q3 		$5.61M Sell
84,598
-27,109
-24% -$1.87M 0.16% 151
2025
Q2 		$7.9M Sell
111,707
-1,344
-1% -$95.7K 0.26% 95
2025
Q1 		$8.1M Sell
113,051
-1,734
-2% -$116K 0.29% 81
2024
Q4 		$7.15M Buy
114,785
+1,767
+2% +$115K 0.24% 108
2024
Q3 		$8.12M Sell
113,018
-2,083
-2% -$143K 0.27% 100
2024
Q2 		$7.33M Sell
115,101
-1,654
-1% -$102K 0.25% 114
2024
Q1 		$7.14M Buy
116,755
+3,718
+3% +$223K 0.24% 123
2023
Q4 		$6.66M Buy
113,037
+2,261
+2% +$128K 0.32% 82
2023
Q3 		$6.2M Buy
110,776
+10,777
+11% +$646K 0.32% 83
2023
Q2 		$6.02M Sell
99,999
-649
-0.6% -$40.4K 0.3% 84
2023
Q1 		$6.24M Sell
100,648
-2,083
-2% -$126K 0.32% 80
2022
Q4 		$6.53M Buy
102,731
+2,619
+3% +$158K 0.34% 77
2022
Q3 		$5.61M Sell
100,112
-1,192
-1% -$74.1K 0.32% 80
2022
Q2 		$6.37M Buy
101,304
+69,445
+218% +$4.4M 0.32% 80
2022
Q1 		$1.98M Sell
31,859
-76
-0.2% -$4.62K 0.09% 128
2021
Q4 		$1.89M Sell
31,935
-4,336
-12% -$241K 0.08% 146
2021
Q3 		$1.9M Sell
36,271
-7,930
-18% -$442K 0.09% 137
2021
Q2 		$2.39M Sell
44,201
-303
-0.7% -$16.5K 0.11% 119
2021
Q1 		$2.35M Sell
44,504
-37,340
-46% -$1.88M 0.11% 119
2020
Q4 		$4.49M Buy
81,844
+3,567
+5% +$184K 0.22% 92
2020
Q3 		$3.87M Buy
78,277
+35,834
+84% +$1.72M 0.21% 86
2020
Q2 		$1.9M Buy
42,443
+13,111
+45% +$604K 0.1% 115
2020
Q1 		$1.3M Buy
29,332
+3,352
+13% +$181K 0.08% 141
2019
Q4 		$1.44M Sell
25,980
-403
-2% -$21.7K 0.07% 180
2019
Q3 		$1.44M Buy
+26,383
New +$1.41M 0.07% 170
2019
Q1 		– Sell
-6,611
Closed -$313K – 292
2018
Q4 		$313K Buy
+6,611
New +$316K 0.02% 238
2016
Q3 		– Sell
-13,904
Closed -$630K – 287
2016
Q2 		$630K Buy
13,904
+5,343
+62% +$241K 0.03% 216
2016
Q1 		$397K Buy
+8,561
New +$373K 0.02% 229
2014
Q4 		– Sell
-131,992
Closed -$5.63M – 277
2014
Q3 		$5.63M Sell
131,992
-3,108
-2% -$128K 0.33% 75
2014
Q2 		$5.72M Sell
135,100
-4,013
-3% -$163K 0.33% 77
2014
Q1 		$5.38M Buy
139,113
+5,062
+4% +$196K 0.34% 84
2013
Q4 		$5.54M Buy
134,051
+5,521
+4% +$218K 0.36% 81
2013
Q3 		$4.87M Buy
128,530
+9,633
+8% +$381K 0.35% 83
2013
Q2 		$4.77M Buy
+118,897
New +$4.92M 0.36% 85

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

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

Dana Investment Advisors reduced its Coca-Cola (KO) stake by 0.05% in Q1 2026, selling an estimated $3.02K and leaving 84,213 shares worth $6.4M. The position accounts for 0.19% of the portfolio, ranked #139.

Dana Investment Advisors first reported a position in KO in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.12M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Dana Investment Advisors held 84,213 shares of Coca-Cola worth $6.4M as of Q1 2026.
  • Dana Investment Advisors sold 40 Coca-Cola shares in Q1 2026, an estimated $3.02K.
  • Coca-Cola made up 0.19% of Dana Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • Dana Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 36 quarters since.
  • Dana Investment Advisors's Coca-Cola position peaked at $8.12M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.