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McAdam LLC’s Coca-Cola KO Stock Holding History

McAdam LLC’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 		$1.4M Buy
18,469
+1,117
+6% +$84.4K 0.06% 136
2025
Q4 		$1.21M Sell
17,352
-167
-1% -$11.6K 0.06% 141
2025
Q3 		$1.16M Buy
17,519
+2,602
+17% +$179K 0.06% 132
2025
Q2 		$1.06M Buy
14,917
+843
+6% +$60K 0.06% 133
2025
Q1 		$1.01M Sell
14,074
-626
-4% -$41.8K 0.06% 128
2024
Q4 		$915K Buy
14,700
+2,230
+18% +$146K 0.05% 142
2024
Q3 		$896K Buy
12,470
+919
+8% +$62.9K 0.05% 143
2024
Q2 		$735K Buy
11,551
+717
+7% +$44.4K 0.04% 146
2024
Q1 		$663K Buy
10,834
+417
+4% +$25K 0.04% 147
2023
Q4 		$614K Buy
10,417
+209
+2% +$11.9K 0.04% 141
2023
Q3 		$571K Buy
10,208
+3,004
+42% +$180K 0.05% 146
2023
Q2 		$434K Buy
7,204
+462
+7% +$28.7K 0.04% 167
2023
Q1 		$418K Buy
6,742
+374
+6% +$22.6K 0.04% 162
2022
Q4 		$377K Buy
6,368
+115
+2% +$6.94K 0.04% 125
2022
Q3 		$350K Buy
6,253
+358
+6% +$22.3K 0.04% 153
2022
Q2 		$371K Sell
5,895
-873
-13% -$55.3K 0.04% 155
2022
Q1 		$420K Buy
6,768
+400
+6% +$24.3K 0.04% 125
2021
Q4 		$377K Buy
6,368
+102
+2% +$5.68K 0.04% 125
2021
Q3 		$329K Buy
6,266
+64
+1% +$3.57K 0.04% 125
2021
Q2 		$354K Buy
6,202
+570
+10% +$31K 0.04% 124
2021
Q1 		$297K Buy
5,632
+155
+3% +$7.8K 0.04% 122
2020
Q4 		$275K Buy
5,477
+905
+20% +$46.8K 0.04% 129
2020
Q3 		$226K Buy
+4,572
New +$220K 0.04% 128
2018
Q4 		– Sell
-734
Closed -$34K – 362
2018
Q3 		$34K Buy
734
+315
+75% +$14.4K 0.01% 198
2018
Q2 		$18K Hold
419
– – 0.01% 256
2018
Q1 		$18K Buy
+419
New +$18.8K 0.01% 255

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

McAdam LLC's KO Position: Q1 2026 in Review

McAdam LLC increased its Coca-Cola (KO) stake by 6.4% in Q1 2026, buying an estimated $84.4K and bringing the position to 18,469 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #136.

McAdam LLC first reported a position in KO in Q1 2018 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • McAdam LLC held 18,469 shares of Coca-Cola worth $1.4M as of Q1 2026.
  • McAdam LLC bought 1,117 Coca-Cola shares in Q1 2026, an estimated $84.4K.
  • Coca-Cola made up 0.06% of McAdam LLC's portfolio in Q1 2026, its #136 holding.
  • McAdam LLC first reported a position in Coca-Cola in Q1 2018 and has held it in 26 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.