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Herold Advisors’s Coca-Cola KO Stock Holding History

Herold 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 		$497K Buy
6,539
+40
+0.6% +$3.02K 0.11% 174
2025
Q4 		$454K Buy
6,499
+17
+0.3% +$1.19K 0.1% 176
2025
Q3 		$430K Sell
6,482
-1,290
-17% -$88.8K 0.1% 171
2025
Q2 		$550K Buy
7,772
+643
+9% +$45.8K 0.12% 179
2025
Q1 		$511K Sell
7,129
-368
-5% -$24.6K 0.11% 178
2024
Q4 		$467K Buy
7,497
+218
+3% +$14.2K 0.1% 188
2024
Q3 		$523K Sell
7,279
-18
-0.2% -$1.23K 0.11% 184
2024
Q2 		$465K Buy
7,297
+11
+0.2% +$681 0.11% 188
2024
Q1 		$446K Buy
7,286
+868
+14% +$52.1K 0.11% 191
2023
Q4 		$378K Sell
6,418
-587
-8% -$33.3K 0.1% 187
2023
Q3 		$392K Sell
7,005
-143
-2% -$8.58K 0.12% 180
2023
Q2 		$430K Sell
7,148
-1,004
-12% -$62.5K 0.13% 167
2023
Q1 		$506K Buy
8,152
+621
+8% +$37.6K 0.17% 141
2022
Q4 		$479K Buy
7,531
+337
+5% +$20.3K 0.2% 116
2022
Q3 		$403K Buy
7,194
+10
+0.1% +$622 0.19% 125
2022
Q2 		$451K Buy
7,184
+6
+0.1% +$380 0.2% 123
2022
Q1 		$445K Buy
7,178
+500
+7% +$30.4K 0.16% 137
2021
Q4 		$395K Sell
6,678
-587
-8% -$32.7K 0.15% 144
2021
Q3 		$381K Buy
+7,265
New +$405K 0.15% 146

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

Herold Advisors's KO Position: Q1 2026 in Review

Herold Advisors increased its Coca-Cola (KO) stake by 0.62% in Q1 2026, buying an estimated $3.02K and bringing the position to 6,539 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #174.

Herold Advisors first reported a position in KO in Q3 2021 and has held it in 19 quarters since. The position peaked at $550K in Q2 2025. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Herold Advisors held 6,539 shares of Coca-Cola worth $497K as of Q1 2026.
  • Herold Advisors bought 40 Coca-Cola shares in Q1 2026, an estimated $3.02K.
  • Coca-Cola made up 0.11% of Herold Advisors's portfolio in Q1 2026, its #174 holding.
  • Herold Advisors first reported a position in Coca-Cola in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Coca-Cola position peaked at $550K in Q2 2025.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.