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Huntleigh Advisors’s Coca-Cola KO Stock Holding History

Huntleigh 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 		$518K Buy
6,818
+1,054
+18% +$79.7K 0.09% 176
2025
Q4 		$403K Buy
5,764
+642
+13% +$44.8K 0.07% 186
2025
Q3 		$340K Buy
5,122
+3
+0.1% +$206 0.06% 208
2025
Q2 		$362K Sell
5,119
-93
-2% -$6.63K 0.07% 189
2025
Q1 		$373K Sell
5,212
-40
-0.8% -$2.67K 0.09% 163
2024
Q4 		$327K Buy
+5,252
New +$343K 0.07% 180

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

Huntleigh Advisors's KO Position: Q1 2026 in Review

Huntleigh Advisors increased its Coca-Cola (KO) stake by 18% in Q1 2026, buying an estimated $79.7K and bringing the position to 6,818 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #176.

Huntleigh Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Huntleigh Advisors held 6,818 shares of Coca-Cola worth $518K as of Q1 2026.
  • Huntleigh Advisors bought 1,054 Coca-Cola shares in Q1 2026, an estimated $79.7K.
  • Coca-Cola made up 0.09% of Huntleigh Advisors's portfolio in Q1 2026, its #176 holding.
  • Huntleigh Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Huntleigh Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.