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

Powell 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 		$665K Sell
8,683
-1,390
-14% -$105K 0.23% 66
2025
Q4 		$704K Buy
+10,073
New +$702K 0.24% 64
2025
Q3 		– Sell
-14,290
Closed -$1.02M – 172
2025
Q2 		$1.02M Buy
14,290
+11,501
+412% +$819K 0.38% 35
2025
Q1 		$201K Buy
+2,789
New +$186K 0.1% 114
2024
Q4 		– Sell
-3,345
Closed -$242K – 160
2024
Q3 		$242K Buy
3,345
+1
+0% +$68 0.11% 108
2024
Q2 		$214K Sell
3,344
-933
-22% -$57.8K 0.11% 109
2024
Q1 		$264K Sell
4,277
-30
-0.7% -$1.8K 0.14% 89
2023
Q4 		$254K Buy
4,307
+32
+0.7% +$1.82K 0.14% 92
2023
Q3 		$241K Buy
4,275
+4
+0.1% +$240 0.15% 92
2023
Q2 		$262K Sell
4,271
-6,426
-60% -$400K 0.15% 86
2023
Q1 		$668K Buy
10,697
+29
+0.3% +$1.76K 0.37% 46
2022
Q4 		$679K Buy
10,668
+6
+0.1% +$362 0.39% 45
2022
Q3 		$602K Buy
10,662
+2,638
+33% +$164K 0.39% 43
2022
Q2 		$508K Buy
8,024
+4,351
+118% +$276K 0.31% 51
2022
Q1 		$229K Hold
3,673
– – 0.13% 92
2021
Q4 		$217K Buy
+3,673
New +$205K 0.12% 97
2021
Q3 		– Sell
-3,670
Closed -$200K – 126
2021
Q2 		$200K Buy
+3,670
New +$200K 0.12% 98
2021
Q1 		– Sell
-3,669
Closed -$201K – 126
2020
Q4 		$201K Buy
+3,669
New +$190K 0.15% 87

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

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

Powell Investment Advisors reduced its Coca-Cola (KO) stake by 14% in Q1 2026, selling an estimated $105K and leaving 8,683 shares worth $665K. The position accounts for 0.23% of the portfolio, ranked #66.

Powell Investment Advisors first reported a position in KO in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.02M in Q2 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Powell Investment Advisors held 8,683 shares of Coca-Cola worth $665K as of Q1 2026.
  • Powell Investment Advisors sold 1,390 Coca-Cola shares in Q1 2026, an estimated $105K.
  • Coca-Cola made up 0.23% of Powell Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Powell Investment Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 18 quarters since.
  • Powell Investment Advisors's Coca-Cola position peaked at $1.02M in Q2 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.