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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
Q2 		$260K Hold
3,200
– – 0.05% 145
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Eldridge Investment Advisors's KO Position: Q2 2026 in Review

Eldridge Investment Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 3,200 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #145.

Eldridge Investment Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Eldridge Investment Advisors held 3,200 shares of Coca-Cola worth $260K as of Q2 2026.
  • Eldridge Investment Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.05% of Eldridge Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Eldridge Investment Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.