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

Fortis 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
Q1 		– Sell
-3,200
Closed -$224K – 399
2025
Q4 		$224K Buy
+3,200
New +$223K 0.03% 284
2023
Q2 		– Sell
-72
Closed -$4.47K – 395
2023
Q1 		$4.47K Sell
72
-400
-85% -$24.2K ﹤0.01% 509
2022
Q4 		$30K Buy
+472
New +$28.5K 0.02% 355

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

Fortis Capital Advisors's KO Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 3,200 shares — an estimated $224K sold.

Fortis Capital Advisors first reported a position in KO in Q4 2022 and held it in 3 quarters. The position peaked at $224K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Fortis Capital Advisors reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 3,200 Coca-Cola shares in Q1 2026, an estimated $224K.
  • Fortis Capital Advisors first reported a position in Coca-Cola in Q4 2022 and held it in 3 quarters.
  • Fortis Capital Advisors's Coca-Cola position peaked at $224K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.