Elevate Wealth Advisory’s Coca-Cola KO Stock Holding History

Elevate Wealth Advisory’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	$543K	Buy	+7,094	New	+$536K	0.34%	46
2025 Q4	–	Sell	-6,786	Closed	-$453K	–	127
2025 Q3	$453K	Sell	6,786 -2,629	-28%	-$181K	0.33%	47
2025 Q2	$671K	Buy	9,415 +141	+2%	+$10K	0.48%	38
2025 Q1	$669K	Buy	9,274 +19	+0.2%	+$1.27K	0.47%	38
2024 Q4	$576K	Buy	9,255 +37	+0.4%	+$2.42K	0.43%	41
2024 Q3	$667K	Sell	9,218 -698	-7%	-$47.8K	0.5%	35
2024 Q2	$636K	Buy	9,916 +6,339	+177%	+$392K	0.52%	34
2024 Q1	$221K	Sell	3,577 -23	-0.6%	-$1.38K	0.19%	58
2023 Q4	$212K	Buy	+3,600	New	+$204K	0.19%	57

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

Elevate Wealth Advisory's KO Position: Q1 2026 in Review

Elevate Wealth Advisory opened a new position in Coca-Cola (KO) in Q1 2026: 7,094 shares worth $543K. The stake represents 0.34% of the portfolio and ranks #46 among its holdings. This is a return to the name: Elevate Wealth Advisory previously reported a position in KO as recently as Q3 2025.

Elevate Wealth Advisory first reported a position in KO in Q4 2023 and has held it in 9 quarters since. The position peaked at $671K in Q2 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Elevate Wealth Advisory held 7,094 shares of Coca-Cola worth $543K as of Q1 2026.
Coca-Cola was a new Elevate Wealth Advisory position in Q1 2026.
Coca-Cola made up 0.34% of Elevate Wealth Advisory's portfolio in Q1 2026, its #46 holding.
Elevate Wealth Advisory first reported a position in Coca-Cola in Q4 2023 and has held it in 9 quarters since.
Elevate Wealth Advisory's Coca-Cola position peaked at $671K in Q2 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.