Empower Advisory Group
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Empower Advisory Group’s Coca-Cola KO Stock Holding History

Empower Advisory Group’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 		$100M Buy
1,314,924
+77,888
+6% +$5.89M 0.26% 80
2025
Q4 		$86.5M Sell
1,237,036
-14,288
-1% -$996K 0.23% 82
2025
Q3 		$83M Buy
1,251,324
+33,711
+3% +$2.32M 0.23% 88
2025
Q2 		$86.1M Buy
1,217,613
+31,445
+3% +$2.24M 0.26% 81
2025
Q1 		$85M Buy
1,186,168
+41,560
+4% +$2.78M 0.28% 68
2024
Q4 		$71.3M Buy
1,144,608
+37,830
+3% +$2.47M 0.24% 86
2024
Q3 		$79.5M Buy
1,106,778
+26,475
+2% +$1.81M 0.27% 82
2024
Q2 		$68.8M Buy
1,080,303
+12,503
+1% +$774K 0.26% 83
2024
Q1 		$65.3M Buy
1,067,800
+23,286
+2% +$1.4M 0.24% 96
2023
Q4 		$61.6M Buy
1,044,514
+21,300
+2% +$1.21M 0.24% 91
2023
Q3 		$57.3M Buy
1,023,214
+16,214
+2% +$972K 0.25% 82
2023
Q2 		$60.6M Sell
1,007,000
-453,938
-31% -$28.2M 0.26% 83
2023
Q1 		$91.2M Buy
+1,460,938
New +$88.5M 0.41% 53

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

Empower Advisory Group's KO Position: Q1 2026 in Review

Empower Advisory Group increased its Coca-Cola (KO) stake by 6.3% in Q1 2026, buying an estimated $5.89M and bringing the position to 1,314,924 shares worth $100M. The position accounts for 0.26% of the portfolio, ranked #80.

Empower Advisory Group first reported a position in KO in Q1 2023 and has held it in 13 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Empower Advisory Group held 1,314,924 shares of Coca-Cola worth $100M as of Q1 2026.
  • Empower Advisory Group bought 77,888 Coca-Cola shares in Q1 2026, an estimated $5.89M.
  • Coca-Cola made up 0.26% of Empower Advisory Group's portfolio in Q1 2026, its #80 holding.
  • Empower Advisory Group first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.