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

Eldridge 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	$243K	Sell	3,200 -200	-6%	-$15.1K	0.05%	140
2025 Q4	$238K	Hold	3,400	–	–	0.05%	146
2025 Q3	$225K	Hold	3,400	–	–	0.05%	150
2025 Q2	$241K	Hold	3,400	–	–	0.05%	146
2025 Q1	$244K	Hold	3,400	–	–	0.06%	144
2024 Q4	$212K	Hold	3,400	–	–	0.05%	147
2024 Q3	$244K	Hold	3,400	–	–	0.06%	141
2024 Q2	$216K	Sell	3,400 -400	-11%	-$24.8K	0.05%	137
2024 Q1	$232K	Buy	3,800 +145	+4%	+$8.71K	0.06%	139
2023 Q4	$215K	Buy	3,655 +4	+0.1%	+$227	0.06%	136
2023 Q3	$204K	Buy	3,651 +2	+0.1%	+$120	0.07%	139
2023 Q2	$220K	Buy	3,649 +1	+0%	+$62	0.07%	134
2023 Q1	$226K	Buy	3,648 +1	+0%	+$61	0.08%	127
2022 Q4	$232K	Buy	3,647 +4	+0.1%	+$241	0.08%	126
2022 Q3	$204K	Buy	3,643 +1	+0%	+$62	0.08%	126
2022 Q2	$229K	Buy	3,642 +1	+0%	+$63	0.09%	118
2022 Q1	$226K	Hold	3,641	–	–	0.08%	114
2021 Q4	$216K	Buy	+3,641	New	+$203K	0.07%	118

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

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

Eldridge Investment Advisors reduced its Coca-Cola (KO) stake by 5.9% in Q1 2026, selling an estimated $15.1K and leaving 3,200 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #140.

Eldridge Investment Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $244K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Eldridge Investment Advisors held 3,200 shares of Coca-Cola worth $243K as of Q1 2026.
Eldridge Investment Advisors sold 200 Coca-Cola shares in Q1 2026, an estimated $15.1K.
Coca-Cola made up 0.05% of Eldridge Investment Advisors's portfolio in Q1 2026, its #140 holding.
Eldridge Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Eldridge Investment Advisors's Coca-Cola position peaked at $244K in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.