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Dover Advisors’s Coca-Cola KO Stock Holding History

Dover 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 		$3.95M Sell
51,639
-17,347
-25% -$1.31M 1.64% 14
2025
Q4 		$4.82M Buy
68,986
+78
+0.1% +$5.44K 1.87% 8
2025
Q3 		$4.61M Sell
68,908
-1,110
-2% -$76.4K 1.84% 10
2025
Q2 		$4.95M Sell
70,018
-1,050
-1% -$74.8K 2.18% 7
2025
Q1 		$5.13M Buy
71,068
+59,906
+537% +$4M 2.23% 8
2024
Q4 		$695K Hold
11,162
– – 0.4% 73
2024
Q3 		$802K Sell
11,162
-50
-0.4% -$3.42K 0.46% 70
2024
Q2 		$714K Buy
11,212
+32
+0.3% +$1.98K 0.44% 69
2024
Q1 		$684K Buy
+11,180
New +$672K 0.47% 66
2023
Q4 		– Sell
-3,900
Closed -$220K – 92
2023
Q3 		$220K Hold
3,900
– – 0.22% 95
2023
Q2 		$237K Sell
3,900
-2,750
-41% -$171K 0.21% 95
2023
Q1 		$416K Buy
+6,650
New +$403K 0.4% 67

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

Dover Advisors's KO Position: Q1 2026 in Review

Dover Advisors reduced its Coca-Cola (KO) stake by 25% in Q1 2026, selling an estimated $1.31M and leaving 51,639 shares worth $3.95M. The position accounts for 1.64% of the portfolio, ranked #14.

Dover Advisors first reported a position in KO in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.13M in Q1 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Dover Advisors held 51,639 shares of Coca-Cola worth $3.95M as of Q1 2026.
  • Dover Advisors sold 17,347 Coca-Cola shares in Q1 2026, an estimated $1.31M.
  • Coca-Cola made up 1.64% of Dover Advisors's portfolio in Q1 2026, its #14 holding.
  • Dover Advisors first reported a position in Coca-Cola in Q1 2023 and has held it in 12 quarters since.
  • Dover Advisors's Coca-Cola position peaked at $5.13M in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.