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Fort Sheridan Advisors’s Coca-Cola KO Stock Holding History

Fort Sheridan 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
Q1 		$581K Buy
7,640
+2,476
+48% +$187K 0.07% 166
2025
Q4 		$361K Sell
5,164
-21
-0.4% -$1.46K 0.05% 195
2025
Q3 		$344K Sell
5,185
-311
-6% -$21.4K 0.05% 198
2025
Q2 		$389K Buy
5,496
+3
+0.1% +$214 0.06% 185
2025
Q1 		$393K Buy
5,493
+500
+10% +$33.4K 0.06% 176
2024
Q4 		$311K Buy
4,993
+161
+3% +$10.5K 0.05% 195
2024
Q3 		$347K Buy
4,832
+804
+20% +$55.1K 0.05% 187
2024
Q2 		$256K Buy
4,028
+412
+11% +$25.5K 0.04% 202
2024
Q1 		$221K Sell
3,616
-492
-12% -$29.6K 0.04% 186
2023
Q4 		$242K Buy
4,108
+363
+10% +$20.6K 0.05% 170
2023
Q3 		$210K Buy
3,745
+3
+0.1% +$180 0.05% 178
2023
Q2 		$225K Buy
3,742
+3
+0.1% +$187 0.05% 176
2023
Q1 		$232K Sell
3,739
-530
-12% -$32.1K 0.06% 172
2022
Q4 		$272K Sell
4,269
-2,493
-37% -$151K 0.09% 149
2022
Q3 		$379K Sell
6,762
-138
-2% -$8.58K 0.13% 117
2022
Q2 		$434K Sell
6,900
-114
-2% -$7.23K 0.14% 109
2022
Q1 		$435K Hold
7,014
– – 0.13% 110
2021
Q4 		$415K Buy
7,014
+421
+6% +$23.4K 0.12% 122
2021
Q3 		$346K Sell
6,593
-84
-1% -$4.68K 0.11% 131
2021
Q2 		$361K Buy
6,677
+525
+9% +$28.6K 0.12% 121
2021
Q1 		$324K Buy
6,152
+200
+3% +$10.1K 0.13% 108
2020
Q4 		$326K Hold
5,952
– – 0.16% 90
2020
Q3 		$294K Sell
5,952
-12
-0.2% -$577 0.17% 79
2020
Q2 		$266K Buy
5,964
+224
+4% +$10.3K 0.16% 80
2020
Q1 		$254K Buy
5,740
+1,770
+45% +$95.6K 0.19% 66
2019
Q4 		$220K Hold
3,970
– – 0.12% 97
2019
Q3 		$216K Buy
+3,970
New +$213K 0.12% 88

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

Fort Sheridan Advisors's KO Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Coca-Cola (KO) stake by 48% in Q1 2026, buying an estimated $187K and bringing the position to 7,640 shares worth $581K. The position accounts for 0.07% of the portfolio, ranked #166.

Fort Sheridan Advisors first reported a position in KO in Q3 2019 and has held it in 27 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fort Sheridan Advisors held 7,640 shares of Coca-Cola worth $581K as of Q1 2026.
  • Fort Sheridan Advisors bought 2,476 Coca-Cola shares in Q1 2026, an estimated $187K.
  • Coca-Cola made up 0.07% of Fort Sheridan Advisors's portfolio in Q1 2026, its #166 holding.
  • Fort Sheridan Advisors first reported a position in Coca-Cola in Q3 2019 and has held it in 27 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.