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Moss Adams Wealth Advisors’s Coca-Cola KO Stock Holding History

Moss Adams Wealth 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 		$1.35M Buy
17,688
+1,285
+8% +$97.1K 0.1% 64
2025
Q4 		$1.15M Buy
16,403
+473
+3% +$33K 0.08% 73
2025
Q3 		$1.06M Sell
15,930
-363
-2% -$25K 0.08% 74
2025
Q2 		$1.16M Buy
16,293
+2,141
+15% +$153K 0.11% 66
2025
Q1 		$1.02M Buy
14,152
+1,963
+16% +$131K 0.11% 65
2024
Q4 		$759K Buy
12,189
+691
+6% +$45.1K 0.08% 75
2024
Q3 		$832K Buy
11,498
+242
+2% +$16.6K 0.09% 67
2024
Q2 		$721K Buy
11,256
+1,709
+18% +$106K 0.1% 61
2024
Q1 		$588K Buy
9,547
+4,581
+92% +$275K 0.09% 66
2023
Q4 		$293K Sell
4,966
-83
-2% -$4.71K 0.06% 85
2023
Q3 		$283K Buy
+5,049
New +$303K 0.1% 69

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

Moss Adams Wealth Advisors's KO Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Coca-Cola (KO) stake by 7.8% in Q1 2026, buying an estimated $97.1K and bringing the position to 17,688 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #64.

Moss Adams Wealth Advisors first reported a position in KO in Q3 2023 and has held it in 11 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Moss Adams Wealth Advisors held 17,688 shares of Coca-Cola worth $1.35M as of Q1 2026.
  • Moss Adams Wealth Advisors bought 1,285 Coca-Cola shares in Q1 2026, an estimated $97.1K.
  • Coca-Cola made up 0.1% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • Moss Adams Wealth Advisors first reported a position in Coca-Cola in Q3 2023 and has held it in 11 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.