Doliver Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $301K | Hold |
3,701
| – | – | 0.07% | 163 |
|
|
2026
Q1 | $281K | Sell |
3,701
-1,524
| -29% | -$115K | 0.06% | 156 |
|
|
2025
Q4 | $365K | Buy |
5,225
+2
| +0% | +$139 | 0.09% | 135 |
|
|
2025
Q3 | $346K | Buy |
5,223
+1
| +0% | +$69 | 0.09% | 137 |
|
|
2025
Q2 | $369K | Sell |
5,222
-6,279
| -55% | -$447K | 0.1% | 129 |
|
|
2025
Q1 | $824K | Sell |
11,501
-2,375
| -17% | -$159K | 0.23% | 67 |
|
|
2024
Q4 | $864K | Buy |
13,876
+132
| +1% | +$8.62K | 0.24% | 68 |
|
|
2024
Q3 | $988K | Sell |
13,744
-3,241
| -19% | -$222K | 0.27% | 59 |
|
|
2024
Q2 | $1.08M | Sell |
16,985
-2,699
| -14% | -$167K | 0.3% | 57 |
|
|
2024
Q1 | $1.2M | Sell |
19,684
-980
| -5% | -$58.9K | 0.34% | 55 |
|
|
2023
Q4 | $1.22M | Sell |
20,664
-245
| -1% | -$13.9K | 0.37% | 53 |
|
|
2023
Q3 | $1.17M | Buy |
20,909
+2
| +0% | +$120 | 0.35% | 49 |
|
|
2023
Q2 | $1.26M | Sell |
20,907
-1,693
| -7% | -$105K | 0.38% | 52 |
|
|
2023
Q1 | $1.4M | Hold |
22,600
| – | – | 0.44% | 37 |
|
|
2022
Q4 | $1.44M | Buy |
22,600
+3
| +0% | +$181 | 0.47% | 31 |
|
|
2022
Q3 | $1.27M | Buy |
22,597
+2
| +0% | +$124 | 0.47% | 31 |
|
|
2022
Q2 | $1.42M | Buy |
22,595
+3,773
| +20% | +$239K | 0.5% | 29 |
|
|
2022
Q1 | $1.17M | Buy |
18,822
+1,000
| +6% | +$60.8K | 0.37% | 50 |
|
|
2021
Q4 | $1.09M | Sell |
17,822
-4,189
| -19% | -$233K | 0.34% | 47 |
|
|
2021
Q3 | $1.16M | Sell |
22,011
-380
| -2% | -$21.2K | 0.39% | 48 |
|
|
2021
Q2 | $1.21M | Buy |
22,391
+617
| +3% | +$33.6K | 0.4% | 41 |
|
|
2021
Q1 | $1.15M | Buy |
21,774
+3,430
| +19% | +$173K | 0.43% | 42 |
|
|
2020
Q4 | $1.01M | Buy |
18,344
+123
| +0.7% | +$6.36K | 0.44% | 42 |
|
|
2020
Q3 | $900K | Buy |
18,221
+500
| +3% | +$24K | 0.46% | 39 |
|
|
2020
Q2 | $792K | Buy |
17,721
+1,423
| +9% | +$65.5K | 0.35% | 51 |
|
|
2020
Q1 | $762K | Buy |
16,298
+729
| +5% | +$39.4K | 0.38% | 41 |
|
|
2019
Q4 | $862K | Sell |
15,569
-33
| -0.2% | -$1.77K | 0.34% | 39 |
|
|
2019
Q3 | $835K | Sell |
15,602
-234
| -1% | -$12.5K | 0.34% | 40 |
|
|
2019
Q2 | $806K | Sell |
15,836
-1,100
| -6% | -$53.9K | 0.32% | 34 |
|
|
2019
Q1 | $794K | Buy |
16,936
+1,267
| +8% | +$59.3K | 0.32% | 34 |
|
|
2018
Q4 | $742K | Sell |
15,669
-2,932
| -16% | -$140K | 0.36% | 33 |
|
|
2018
Q3 | $859K | Sell |
18,601
-800
| -4% | -$36.6K | 0.35% | 40 |
|
|
2018
Q2 | $851K | Buy |
19,401
+467
| +2% | +$20.2K | 0.36% | 41 |
|
|
2018
Q1 | $822K | Buy |
18,934
+5,108
| +37% | +$229K | 0.36% | 31 |
|
|
2017
Q4 | $634K | Sell |
13,826
-182
| -1% | -$8.37K | 0.25% | 66 |
|
|
2017
Q3 | $631K | Sell |
14,008
-1,712
| -11% | -$77.9K | 0.28% | 85 |
|
|
2017
Q2 | $705K | Buy |
+15,720
| New | +$695K | 0.34% | 72 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Doliver Advisors's KO Position: Q2 2026 in Review
Doliver Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 3,701 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #163.
Doliver Advisors first reported a position in KO in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.44M in Q4 2022. 1,651 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Doliver Advisors held 3,701 shares of Coca-Cola worth $301K as of Q2 2026.
- Doliver Advisors left its Coca-Cola share count unchanged in Q2 2026.
- Coca-Cola made up 0.07% of Doliver Advisors's portfolio in Q2 2026, its #163 holding.
- Doliver Advisors first reported a position in Coca-Cola in Q2 2017 and has held it in 37 quarters since.
- Doliver Advisors's Coca-Cola position peaked at $1.44M in Q4 2022.
- 1,651 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.