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 Q2	$379K	Buy	+4,661	New	+$368K	0.04%	290
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 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 $3.38T AUM 44.17% 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

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

Fortis Capital Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 4,661 shares worth $379K. The stake represents 0.04% of the portfolio and ranks #290 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in KO as recently as Q4 2025.

Fortis Capital Advisors first reported a position in KO in Q4 2022 and has held it in 4 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Fortis Capital Advisors held 4,661 shares of Coca-Cola worth $379K as of Q2 2026.
Coca-Cola was a new Fortis Capital Advisors position in Q2 2026.
Coca-Cola made up 0.04% of Fortis Capital Advisors's portfolio in Q2 2026, its #290 holding.
Fortis Capital Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 4 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.