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OneDigital Investment Advisors’s Coca-Cola KO Stock Holding History

OneDigital Investment 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 		$6.23M Sell
81,909
-35,253
-30% -$2.67M 0.06% 244
2025
Q4 		$8.19M Buy
117,162
+8,118
+7% +$566K 0.08% 195
2025
Q3 		$7.23M Buy
109,044
+1,012
+0.9% +$69.7K 0.07% 204
2025
Q2 		$7.64M Sell
108,032
-1,468
-1% -$105K 0.08% 187
2025
Q1 		$7.84M Sell
109,500
-6,474
-6% -$432K 0.09% 180
2024
Q4 		$7.22M Buy
115,974
+11,705
+11% +$764K 0.08% 186
2024
Q3 		$7.49M Sell
104,269
-1,719
-2% -$118K 0.09% 185
2024
Q2 		$6.75M Buy
105,988
+14,317
+16% +$886K 0.08% 189
2024
Q1 		$5.61M Sell
91,671
-1,169
-1% -$70.2K 0.09% 184
2023
Q4 		$5.47M Buy
92,840
+4,538
+5% +$258K 0.1% 175
2023
Q3 		$4.94M Buy
88,302
+4,139
+5% +$248K 0.11% 150
2023
Q2 		$5.07M Sell
84,163
-1,179
-1% -$73.3K 0.11% 147
2023
Q1 		$5.29M Buy
85,342
+2,162
+3% +$131K 0.12% 138
2022
Q4 		$5.29M Buy
83,180
+37,135
+81% +$2.24M 0.15% 125
2022
Q3 		$2.58M Buy
46,045
+1,922
+4% +$119K 0.1% 155
2022
Q2 		$2.78M Sell
44,123
-2,438
-5% -$155K 0.12% 124
2022
Q1 		$2.89M Buy
46,561
+3,867
+9% +$235K 0.11% 125
2021
Q4 		$2.53M Buy
42,694
+1,764
+4% +$98.2K 0.09% 148
2021
Q3 		$2.15M Buy
40,930
+4,392
+12% +$245K 0.09% 151
2021
Q2 		$1.98M Buy
36,538
+2,568
+8% +$140K 0.08% 163
2021
Q1 		$1.79M Buy
33,970
+3,123
+10% +$157K 0.08% 161
2020
Q4 		$1.67M Buy
30,847
+4,407
+17% +$228K 0.09% 159
2020
Q3 		$1.3M Sell
26,440
-240
-0.9% -$11.5K 0.09% 171
2020
Q2 		$1.21M Buy
26,680
+1,393
+6% +$64.2K 0.09% 187
2020
Q1 		$1.12M Sell
25,287
-18,857
-43% -$1.02M 0.1% 184
2019
Q4 		$2.44M Buy
44,144
+51
+0.1% +$2.74K 0.19% 112
2019
Q3 		$2.4M Buy
44,093
+10,169
+30% +$545K 0.22% 103
2019
Q2 		$1.73M Buy
33,924
+16,455
+94% +$806K 0.13% 99
2019
Q1 		$818K Sell
17,469
-2,255
-11% -$105K 0.12% 128
2018
Q4 		$934K Buy
19,724
+2,338
+13% +$112K 0.16% 108
2018
Q3 		$803K Buy
17,386
+361
+2% +$16.5K 0.19% 74
2018
Q2 		$1.21M Sell
17,025
-385
-2% -$16.6K 0.25% 58
2018
Q1 		$757K Buy
17,410
+7,073
+68% +$318K 0.17% 92
2017
Q4 		$475K Buy
10,337
+3,589
+53% +$165K 0.05% 133
2017
Q3 		$304K Sell
6,748
-3,081
-31% -$140K 0.11% 113
2017
Q2 		$441K Buy
+9,829
New +$434K 0.13% 119

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

OneDigital Investment Advisors's KO Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Coca-Cola (KO) stake by 30% in Q1 2026, selling an estimated $2.67M and leaving 81,909 shares worth $6.23M. The position accounts for 0.06% of the portfolio, ranked #244.

OneDigital Investment Advisors first reported a position in KO in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.19M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • OneDigital Investment Advisors held 81,909 shares of Coca-Cola worth $6.23M as of Q1 2026.
  • OneDigital Investment Advisors sold 35,253 Coca-Cola shares in Q1 2026, an estimated $2.67M.
  • Coca-Cola made up 0.06% of OneDigital Investment Advisors's portfolio in Q1 2026, its #244 holding.
  • OneDigital Investment Advisors first reported a position in Coca-Cola in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's Coca-Cola position peaked at $8.19M in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.