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Evergreen Advisors’s Coca-Cola KO Stock Holding History

Evergreen 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 		– Sell
-216
Closed -$16.4K – 105
2026
Q1 		$16.4K Buy
+216
New +$16.3K ﹤0.01% 106

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

Evergreen Advisors's KO Position: Q2 2026 in Review

Evergreen Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 216 shares — an estimated $16.4K sold.

Evergreen Advisors first reported a position in KO in Q1 2026 and held it in 1 quarter. The position peaked at $16.4K in Q1 2026. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Evergreen Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 216 Coca-Cola shares in Q2 2026, an estimated $16.4K.
  • Evergreen Advisors first reported a position in Coca-Cola in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Coca-Cola position peaked at $16.4K in Q1 2026.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.