High Net Worth Advisory Group’s Coca-Cola KO Stock Holding History

High Net Worth Advisory Group’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	$1.48M	Sell	19,431 -50	-0.3%	-$3.78K	0.34%	68
2025 Q4	$1.36M	Hold	19,481	–	–	0.31%	73
2025 Q3	$1.29M	Sell	19,481 -293	-1%	-$20.2K	0.31%	73
2025 Q2	$1.4M	Sell	19,774 -2,898	-13%	-$206K	0.37%	61
2025 Q1	$1.62M	Sell	22,672 -341	-1%	-$22.8K	0.46%	56
2024 Q4	$1.43M	Sell	23,013 -1,963	-8%	-$128K	0.4%	61
2024 Q3	$1.79M	Hold	24,976	–	–	0.49%	53
2024 Q2	$1.59M	Buy	24,976 +929	+4%	+$57.5K	0.48%	54
2024 Q1	$1.47M	Buy	24,047 +5,231	+28%	+$314K	0.46%	53
2023 Q4	$1.11M	Sell	18,816 -626	-3%	-$35.6K	0.41%	60
2023 Q3	$1.09M	Sell	19,442 -1,043	-5%	-$62.6K	0.44%	59
2023 Q2	$1.23M	Sell	20,485 -3,960	-16%	-$246K	0.48%	57
2023 Q1	$1.52M	Buy	24,445 +571	+2%	+$34.6K	0.62%	46
2022 Q4	$1.52M	Hold	23,874	–	–	0.59%	46
2022 Q3	$1.34M	Hold	23,874	–	–	0.57%	48
2022 Q2	$1.5M	Sell	23,874 -2,650	-10%	-$168K	0.62%	44
2022 Q1	$1.64M	Sell	26,524 -288	-1%	-$17.5K	0.6%	44
2021 Q4	$1.59M	Buy	+26,812	New	+$1.49M	0.55%	45

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

High Net Worth Advisory Group's KO Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Coca-Cola (KO) stake by 0.26% in Q1 2026, selling an estimated $3.78K and leaving 19,431 shares worth $1.48M. The position accounts for 0.34% of the portfolio, ranked #68.

High Net Worth Advisory Group first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.79M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

High Net Worth Advisory Group held 19,431 shares of Coca-Cola worth $1.48M as of Q1 2026.
High Net Worth Advisory Group sold 50 Coca-Cola shares in Q1 2026, an estimated $3.78K.
Coca-Cola made up 0.34% of High Net Worth Advisory Group's portfolio in Q1 2026, its #68 holding.
High Net Worth Advisory Group first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Coca-Cola position peaked at $1.79M in Q3 2024.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.