Modus Advisors’s Coca-Cola KO Stock Holding History

Modus 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	$2.37M	Buy	31,184 +14,005	+82%	+$1.06M	0.65%	56
2025 Q4	$1.2M	Buy	+17,179	New	+$1.2M	0.32%	74
2025 Q1	–	Sell	-1,978	Closed	-$123K	–	213
2024 Q4	$123K	Buy	+1,978	New	+$129K	0.04%	119
2021 Q3	–	Sell	-2,214	Closed	-$120K	–	173
2021 Q2	$120K	Buy	+2,214	New	+$120K	0.05%	112
2020 Q3	–	Sell	-266	Closed	-$12K	–	154
2020 Q2	$12K	Buy	+266	New	+$12.3K	0.01%	166

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

Modus Advisors's KO Position: Q1 2026 in Review

Modus Advisors increased its Coca-Cola (KO) stake by 82% in Q1 2026, buying an estimated $1.06M and bringing the position to 31,184 shares worth $2.37M. The position accounts for 0.65% of the portfolio, ranked #56.

Modus Advisors first reported a position in KO in Q2 2020 and has held it in 5 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Modus Advisors held 31,184 shares of Coca-Cola worth $2.37M as of Q1 2026.
Modus Advisors bought 14,005 Coca-Cola shares in Q1 2026, an estimated $1.06M.
Coca-Cola made up 0.65% of Modus Advisors's portfolio in Q1 2026, its #56 holding.
Modus Advisors first reported a position in Coca-Cola in Q2 2020 and has held it in 5 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.