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Eagle Bay Advisors’s Coca-Cola KO Stock Holding History

Eagle Bay 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 		$1.34M Buy
17,474
+335
+2% +$25.3K 1.18% 21
2025
Q4 		$1.2M Buy
17,139
+265
+2% +$18.5K 0.87% 23
2025
Q3 		$1.13M Sell
16,874
-733
-4% -$50.5K 0.89% 25
2025
Q2 		$1.25M Sell
17,607
-423
-2% -$30.1K 1.04% 24
2025
Q1 		$1.3M Buy
18,030
+117
+0.7% +$7.81K 1.1% 20
2024
Q4 		$1.12M Sell
17,913
-5,058
-22% -$330K 0.7% 27
2024
Q3 		$1.66M Buy
22,971
+46
+0.2% +$3.15K 0.64% 33
2024
Q2 		$1.47M Buy
22,925
+982
+4% +$60.8K 0.89% 23
2024
Q1 		$1.35M Sell
21,943
-18
-0.1% -$1.08K 0.85% 24
2023
Q4 		$1.29M Buy
21,961
+6,382
+41% +$363K 0.82% 24
2023
Q3 		$872K Sell
15,579
-809
-5% -$48.5K 0.4% 43
2023
Q2 		$987K Sell
16,388
-135
-0.8% -$8.4K 0.56% 35
2023
Q1 		$1.02M Sell
16,523
-977
-6% -$59.2K 0.56% 34
2022
Q4 		$1.11M Buy
17,500
+1,027
+6% +$62K 0.62% 30
2022
Q3 		$925K Sell
16,473
-145
-0.9% -$9.01K 0.57% 37
2022
Q2 		$1.05M Buy
16,618
+2,672
+19% +$169K 0.63% 31
2022
Q1 		$865K Sell
13,946
-1,182
-8% -$71.9K 0.71% 28
2021
Q4 		$896K Sell
15,128
-2,206
-13% -$123K 0.57% 25
2021
Q3 		$909K Buy
17,334
+2,713
+19% +$151K 0.51% 32
2021
Q2 		$797K Buy
+14,621
New +$795K 0.64% 26

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

Eagle Bay Advisors's KO Position: Q1 2026 in Review

Eagle Bay Advisors increased its Coca-Cola (KO) stake by 2% in Q1 2026, buying an estimated $25.3K and bringing the position to 17,474 shares worth $1.34M. The position accounts for 1.18% of the portfolio, ranked #21.

Eagle Bay Advisors first reported a position in KO in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.66M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Eagle Bay Advisors held 17,474 shares of Coca-Cola worth $1.34M as of Q1 2026.
  • Eagle Bay Advisors bought 335 Coca-Cola shares in Q1 2026, an estimated $25.3K.
  • Coca-Cola made up 1.18% of Eagle Bay Advisors's portfolio in Q1 2026, its #21 holding.
  • Eagle Bay Advisors first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
  • Eagle Bay Advisors's Coca-Cola position peaked at $1.66M in Q3 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.