Mutual Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.12M | Sell |
67,333
-1,173
| -2% | -$88.7K | 0.11% | 184 |
|
|
2025
Q4 | $4.79M | Buy |
68,506
+1,437
| +2% | +$100K | 0.1% | 191 |
|
|
2025
Q3 | $4.69M | Buy |
67,069
+5,260
| +9% | +$362K | 0.1% | 193 |
|
|
2025
Q2 | $4.28M | Buy |
61,809
+4,302
| +7% | +$306K | 0.11% | 192 |
|
|
2025
Q1 | $4.14M | Sell |
57,507
-12,106
| -17% | -$808K | 0.12% | 173 |
|
|
2024
Q4 | $4.33M | Sell |
69,613
-4,736
| -6% | -$309K | 0.13% | 158 |
|
|
2024
Q3 | $5M | Buy |
74,349
+8,211
| +12% | +$562K | 0.15% | 134 |
|
|
2024
Q2 | $4.42M | Sell |
66,138
-4,023
| -6% | -$249K | 0.13% | 153 |
|
|
2024
Q1 | $4.29M | Buy |
70,161
+4,618
| +7% | +$277K | 0.14% | 144 |
|
|
2023
Q4 | $3.86M | Sell |
65,543
-1,738
| -3% | -$98.7K | 0.13% | 159 |
|
|
2023
Q3 | $3.77M | Buy |
67,281
+2,031
| +3% | +$122K | 0.15% | 143 |
|
|
2023
Q2 | $3.93M | Buy |
65,250
+1,504
| +2% | +$93.6K | 0.15% | 143 |
|
|
2023
Q1 | $3.95M | Sell |
63,746
-10,906
| -15% | -$660K | 0.16% | 131 |
|
|
2022
Q4 | $4.75M | Buy |
74,652
+9,293
| +14% | +$561K | 0.21% | 98 |
|
|
2022
Q3 | $3.66M | Buy |
65,359
+16,228
| +33% | +$1.01M | 0.19% | 111 |
|
|
2022
Q2 | $3.09M | Buy |
49,131
+2,369
| +5% | +$150K | 0.2% | 111 |
|
|
2022
Q1 | $2.9M | Buy |
46,762
+2,517
| +6% | +$153K | 0.16% | 147 |
|
|
2021
Q4 | $2.62M | Sell |
44,245
-1,062
| -2% | -$59.1K | 0.14% | 180 |
|
|
2021
Q3 | $2.38M | Buy |
45,307
+7,513
| +20% | +$419K | 0.14% | 183 |
|
|
2021
Q2 | $2.04M | Sell |
37,794
-1,553
| -4% | -$84.5K | 0.12% | 216 |
|
|
2021
Q1 | $2.07M | Buy |
39,347
+226
| +0.6% | +$11.4K | 0.14% | 178 |
|
|
2020
Q4 | $2.15M | Sell |
39,121
-14,342
| -27% | -$742K | 0.16% | 151 |
|
|
2020
Q3 | $2.64M | Buy |
53,463
+4,459
| +9% | +$214K | 0.23% | 101 |
|
|
2020
Q2 | $2.19M | Buy |
49,004
+18,686
| +62% | +$861K | 0.22% | 113 |
|
|
2020
Q1 | $1.34M | Sell |
30,318
-1,257
| -4% | -$67.9K | 0.18% | 145 |
|
|
2019
Q4 | $1.75M | Sell |
31,575
-1,456
| -4% | -$78.3K | 0.19% | 138 |
|
|
2019
Q3 | $1.8M | Buy |
33,031
+1,222
| +4% | +$65.4K | 0.24% | 102 |
|
|
2019
Q2 | $1.62M | Buy |
31,809
+4,136
| +15% | +$203K | 0.21% | 110 |
|
|
2019
Q1 | $1.3M | Buy |
27,673
+1,760
| +7% | +$82.3K | 0.19% | 130 |
|
|
2018
Q4 | $1.23M | Buy |
25,913
+146
| +0.6% | +$6.99K | 0.24% | 102 |
|
|
2018
Q3 | $1.19M | Buy |
25,767
+1,516
| +6% | +$69.3K | 0.18% | 143 |
|
|
2018
Q2 | $1.06M | Buy |
24,251
+1,369
| +6% | +$59.1K | 0.24% | 129 |
|
|
2018
Q1 | $994K | Buy |
22,882
+3,311
| +17% | +$149K | 0.25% | 132 |
|
|
2017
Q4 | $898K | Buy |
+19,571
| New | +$900K | 0.34% | 90 |
|
Other funds holding KO
VCM
VPM
Mutual Advisors's KO Position: Q1 2026 in Review
Mutual Advisors reduced its Coca-Cola (KO) stake by 1.7% in Q1 2026, selling an estimated $88.7K and leaving 67,333 shares worth $5.12M. The position accounts for 0.11% of the portfolio, ranked #184.
Mutual Advisors first reported a position in KO in Q4 2017 and has held it in 34 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Mutual Advisors held 67,333 shares of Coca-Cola worth $5.12M as of Q1 2026.
- Mutual Advisors sold 1,173 Coca-Cola shares in Q1 2026, an estimated $88.7K.
- Coca-Cola made up 0.11% of Mutual Advisors's portfolio in Q1 2026, its #184 holding.
- Mutual Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.