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Kestra Advisory Services’s Coca-Cola KO Stock Holding History

Kestra Advisory Services’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 		$49.6M Buy
652,315
+57,149
+10% +$4.32M 0.19% 107
2025
Q4 		$41.6M Buy
595,166
+21,834
+4% +$1.52M 0.17% 110
2025
Q3 		$38M Buy
573,332
+68,203
+14% +$4.69M 0.17% 107
2025
Q2 		$35.7M Sell
505,129
-84
-0% -$5.98K 0.17% 106
2025
Q1 		$36.2M Sell
505,213
-22,084
-4% -$1.47M 0.18% 91
2024
Q4 		$32.8M Sell
527,297
-263,763
-33% -$17.2M 0.18% 108
2024
Q3 		$56.8M Sell
791,060
-53,780
-6% -$3.68M 0.31% 53
2024
Q2 		$53.8M Buy
844,840
+338,453
+67% +$21M 0.3% 54
2024
Q1 		$31M Buy
506,387
+54,507
+12% +$3.27M 0.21% 95
2023
Q4 		$26.6M Buy
451,880
+15,570
+4% +$884K 0.22% 92
2023
Q3 		$24.4M Buy
436,310
+931
+0.2% +$55.8K 0.24% 86
2023
Q2 		$26.2M Buy
435,379
+51,167
+13% +$3.18M 0.26% 76
2023
Q1 		$23.8M Sell
384,212
-104,469
-21% -$6.33M 0.26% 79
2022
Q4 		$31.1M Buy
488,681
+54,668
+13% +$3.3M 0.28% 75
2022
Q3 		$24.3M Buy
434,013
+41,009
+10% +$2.55M 0.26% 86
2022
Q2 		$24.7M Buy
393,004
+70,598
+22% +$4.48M 0.25% 83
2022
Q1 		$20M Sell
322,406
-12,993
-4% -$790K 0.21% 104
2021
Q4 		$19.9M Sell
335,399
-159,478
-32% -$8.88M 0.2% 111
2021
Q3 		$26M Buy
494,877
+154,198
+45% +$8.6M 0.26% 86
2021
Q2 		$18.4M Buy
340,679
+326
+0.1% +$17.7K 0.21% 116
2021
Q1 		$17.9M Sell
340,353
-123,913
-27% -$6.24M 0.23% 102
2020
Q4 		$25.3M Buy
464,266
+241,921
+109% +$12.5M 0.29% 69
2020
Q3 		$10.9M Buy
+222,345
New +$10.7M 0.2% 130

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

Kestra Advisory Services's KO Position: Q1 2026 in Review

Kestra Advisory Services increased its Coca-Cola (KO) stake by 9.6% in Q1 2026, buying an estimated $4.32M and bringing the position to 652,315 shares worth $49.6M. The position accounts for 0.19% of the portfolio, ranked #107.

Kestra Advisory Services first reported a position in KO in Q3 2020 and has held it in 23 quarters since. The position peaked at $56.8M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Kestra Advisory Services held 652,315 shares of Coca-Cola worth $49.6M as of Q1 2026.
  • Kestra Advisory Services bought 57,149 Coca-Cola shares in Q1 2026, an estimated $4.32M.
  • Coca-Cola made up 0.19% of Kestra Advisory Services's portfolio in Q1 2026, its #107 holding.
  • Kestra Advisory Services first reported a position in Coca-Cola in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Coca-Cola position peaked at $56.8M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.