Diversify Advisory Services’s Coca-Cola KO Stock Holding History

Diversify Advisory Services’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	$4.27M	Sell	54,091 -40,275	-43%	-$3.04M	0.65%	24
2025 Q4	$6.65M	Buy	94,366 +1,115	+1%	+$77.7K	0.21%	79
2025 Q3	$6.34M	Sell	93,251 -12,522	-12%	-$862K	0.21%	81
2025 Q2	$7.48M	Buy	105,773 +18,886	+22%	+$1.35M	0.29%	59
2025 Q1	$6.29M	Buy	86,887 +7,883	+10%	+$526K	0.39%	45
2024 Q4	$4.82M	Sell	79,004 -14,101	-15%	-$920K	0.27%	57
2024 Q3	$6.47M	Buy	93,105 +34,592	+59%	+$2.37M	0.35%	51
2024 Q2	$3.67M	Sell	58,513 -7,555	-11%	-$468K	0.2%	91
2024 Q1	$4.01M	Buy	+66,068	New	+$3.97M	0.24%	90

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

Diversify Advisory Services's KO Position: Q1 2026 in Review

Diversify Advisory Services reduced its Coca-Cola (KO) stake by 43% in Q1 2026, selling an estimated $3.04M and leaving 54,091 shares worth $4.27M. The position accounts for 0.65% of the portfolio, ranked #24.

Diversify Advisory Services first reported a position in KO in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.48M in Q2 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Diversify Advisory Services held 54,091 shares of Coca-Cola worth $4.27M as of Q1 2026.
Diversify Advisory Services sold 40,275 Coca-Cola shares in Q1 2026, an estimated $3.04M.
Coca-Cola made up 0.65% of Diversify Advisory Services's portfolio in Q1 2026, its #24 holding.
Diversify Advisory Services first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Coca-Cola position peaked at $7.48M in Q2 2025.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.