Level Four Advisory Services’s Coca-Cola KO Stock Holding History

Level Four 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	$8.49M	Buy	111,676 +8,776	+9%	+$663K	0.28%	80
2025 Q4	$7.19M	Sell	102,900 -1,281	-1%	-$89.3K	0.24%	107
2025 Q3	$6.91M	Buy	104,181 +1,756	+2%	+$121K	0.24%	108
2025 Q2	$7.25M	Buy	102,425 +1,482	+1%	+$106K	0.27%	96
2025 Q1	$7.23M	Buy	100,943 +9,607	+11%	+$642K	0.3%	89
2024 Q4	$5.69M	Buy	91,336 +171	+0.2%	+$11.2K	0.23%	115
2024 Q3	$5.95M	Buy	91,165 +503	+0.6%	+$34.4K	0.25%	119
2024 Q2	$5.77M	Buy	90,662 +6,963	+8%	+$431K	0.26%	103
2024 Q1	$4.93M	Hold	83,699	–	–	0.27%	93
2023 Q4	$4.93M	Buy	83,699 +17,068	+26%	+$969K	0.28%	86
2023 Q3	$3.73M	Sell	66,631 -6,211	-9%	-$373K	0.24%	111
2023 Q2	$4.39M	Buy	72,842 +523	+0.7%	+$32.5K	0.26%	90
2023 Q1	$4.49M	Buy	72,319 +10,274	+17%	+$622K	0.29%	75
2022 Q4	$3.95M	Buy	62,045 +20,878	+51%	+$1.26M	0.29%	83
2022 Q3	$2.31M	Sell	41,167 -13,263	-24%	-$824K	0.22%	116
2022 Q2	$3.42M	Buy	54,430 +1,938	+4%	+$123K	0.32%	87
2022 Q1	$3.25M	Buy	52,492 +7,613	+17%	+$463K	0.26%	106
2021 Q4	$2.66M	Sell	44,879 -29,742	-40%	-$1.66M	0.2%	129
2021 Q3	$3.92M	Sell	74,621 -9,550	-11%	-$532K	0.41%	67
2021 Q2	$4.55M	Buy	84,171 +11,457	+16%	+$623K	0.32%	71
2021 Q1	$3.83M	Sell	72,714 -3,805	-5%	-$192K	0.3%	82
2020 Q4	$4.2M	Buy	76,519 +1,021	+1%	+$52.8K	0.34%	72
2020 Q3	$3.73M	Buy	75,498 +24,589	+48%	+$1.18M	0.29%	84
2020 Q2	$2.27M	Buy	50,909 +1,938	+4%	+$89.3K	0.18%	137
2020 Q1	$2.16M	Buy	48,971 +1,514	+3%	+$81.8K	0.26%	97
2019 Q4	$2.63M	Buy	47,457 +2,766	+6%	+$149K	0.1%	193
2019 Q3	$2.43M	Sell	44,691 -1,798	-4%	-$96.3K	0.25%	89
2019 Q2	$2.37M	Buy	46,489 +137	+0.3%	+$6.71K	0.24%	94
2019 Q1	$2.17M	Sell	46,352 -6,593	-12%	-$308K	0.24%	94
2018 Q4	$2.51M	Sell	52,945 -18,805	-26%	-$900K	0.31%	79
2018 Q3	$3.31M	Buy	71,750 +277	+0.4%	+$12.7K	0.36%	68
2018 Q2	$3.13M	Buy	71,473 +25,397	+55%	+$1.1M	0.23%	100
2018 Q1	$2M	Buy	46,076 +341	+0.7%	+$15.3K	0.16%	128
2017 Q4	$2.1M	Sell	45,735 -601	-1%	-$27.6K	0.16%	122
2017 Q3	$2.09M	Sell	46,336 -22,371	-33%	-$1.02M	0.18%	110
2017 Q2	$2.92M	Sell	68,707 -30	-0%	-$1.33K	0.45%	55
2017 Q1	$2.93M	Buy	68,737 +31,951	+87%	+$1.33M	0.3%	77
2016 Q4	$1.52M	Buy	+36,786	New	+$1.53M	0.19%	112

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

Level Four Advisory Services's KO Position: Q1 2026 in Review

Level Four Advisory Services increased its Coca-Cola (KO) stake by 8.5% in Q1 2026, buying an estimated $663K and bringing the position to 111,676 shares worth $8.49M. The position accounts for 0.28% of the portfolio, ranked #80.

Level Four Advisory Services first reported a position in KO in Q4 2016 and has held it in 38 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Level Four Advisory Services held 111,676 shares of Coca-Cola worth $8.49M as of Q1 2026.
Level Four Advisory Services bought 8,776 Coca-Cola shares in Q1 2026, an estimated $663K.
Coca-Cola made up 0.28% of Level Four Advisory Services's portfolio in Q1 2026, its #80 holding.
Level Four Advisory Services first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.