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

Infrastructure 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	$914K	Buy	12,020 +6,121	+104%	+$463K	0.06%	82
2025 Q4	$412K	Sell	5,899 -22,480	-79%	-$1.57M	0.04%	123
2025 Q3	$1.94M	Buy	28,379 +11,599	+69%	+$798K	0.19%	52
2025 Q2	$1.19M	Buy	16,780 +3,429	+26%	+$244K	0.09%	57
2025 Q1	$956K	Buy	13,351 +5,638	+73%	+$377K	0.07%	67
2024 Q4	$480K	Buy	+7,713	New	+$503K	0.03%	87
2024 Q3	–	Sell	-7,611	Closed	-$484K	–	138
2024 Q2	$484K	Buy	+7,611	New	+$471K	0.06%	78
2024 Q1	–	Sell	-13,488	Closed	-$795K	–	108
2023 Q4	$795K	Buy	+13,488	New	+$766K	0.11%	66
2023 Q3	–	Sell	-4,854	Closed	-$292K	–	98
2023 Q2	$292K	Sell	4,854 -14,860	-75%	-$924K	0.03%	100
2023 Q1	$1.22M	Buy	19,714 +10,607	+116%	+$642K	0.14%	36
2022 Q4	$579K	Buy	9,107 +887	+11%	+$53.5K	0.09%	51
2022 Q3	$460K	Buy	+8,220	New	+$511K	0.01%	52
2021 Q4	–	Sell	-5,001	Closed	-$264K	–	46
2021 Q3	$264K	Buy	+5,001	New	+$279K	0.04%	53
2018 Q2	–	Sell	-6,000	Closed	-$261K	–	123
2018 Q1	$261K	Buy	+6,000	New	+$270K	0.03%	94

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

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

Infrastructure Capital Advisors increased its Coca-Cola (KO) stake by 104% in Q1 2026, buying an estimated $463K and bringing the position to 12,020 shares worth $914K. The position accounts for 0.06% of the portfolio, ranked #82.

Infrastructure Capital Advisors first reported a position in KO in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.94M in Q3 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Infrastructure Capital Advisors held 12,020 shares of Coca-Cola worth $914K as of Q1 2026.
Infrastructure Capital Advisors bought 6,121 Coca-Cola shares in Q1 2026, an estimated $463K.
Coca-Cola made up 0.06% of Infrastructure Capital Advisors's portfolio in Q1 2026, its #82 holding.
Infrastructure Capital Advisors first reported a position in Coca-Cola in Q1 2018 and has held it in 14 quarters since.
Infrastructure Capital Advisors's Coca-Cola position peaked at $1.94M in Q3 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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