Elevated Capital Advisors’s Coca-Cola KO Stock Holding History

Elevated Capital 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	$43.5K	Buy	535 +100	+23%	+$7.9K	0.01%	355
2026 Q1	$33.1K	Hold	435	–	–	0.01%	381
2025 Q4	$30.4K	Buy	+435	New	+$30.3K	0.01%	372
2023 Q3	–	Sell	-21,418	Closed	-$1.29M	–	176
2023 Q2	$1.29M	Buy	21,418 +434	+2%	+$27K	0.43%	83
2023 Q1	$1.3M	Buy	20,984 +59	+0.3%	+$3.57K	0.47%	79
2022 Q4	$1.33M	Buy	20,925 +879	+4%	+$53.1K	0.51%	69
2022 Q3	$1.12M	Buy	+20,046	New	+$1.25M	0.44%	83
2022 Q1	$1.11M	Buy	+17,836	New	+$1.08M	0.37%	90
2021 Q3	$802K	Buy	+15,284	New	+$852K	0.28%	107
2021 Q1	$719K	Sell	13,271 -7	-0.1%	-$352	0.28%	106
2020 Q4	$728K	Sell	13,278 -1,056	-7%	-$54.6K	0.32%	103
2020 Q3	$774K	Sell	14,334 -633	-4%	-$30.4K	0.36%	101
2020 Q2	$766K	Buy	+14,967	New	+$689K	0.36%	104
2019 Q4	$416K	Buy	+7,520	New	+$404K	0.46%	64
2019 Q1	$822K	Buy	+17,268	New	+$808K	0.54%	61

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elevated Capital Advisors's KO Position: Q2 2026 in Review

Elevated Capital Advisors increased its Coca-Cola (KO) stake by 23% in Q2 2026, buying an estimated $7.9K and bringing the position to 535 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #355.

Elevated Capital Advisors first reported a position in KO in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.33M in Q4 2022. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Elevated Capital Advisors held 535 shares of Coca-Cola worth $43.5K as of Q2 2026.
Elevated Capital Advisors bought 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
Coca-Cola made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #355 holding.
Elevated Capital Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 15 quarters since.
Elevated Capital Advisors's Coca-Cola position peaked at $1.33M in Q4 2022.
3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.