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Powers Advisory Group’s Coca-Cola KO Stock Holding History

Powers Advisory Group’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 		$1.19M Sell
15,679
-253
-2% -$19.1K 0.42% 43
2025
Q4 		$1.11M Buy
15,932
+417
+3% +$29.1K 0.42% 43
2025
Q3 		$1.03M Buy
15,515
+140
+0.9% +$9.64K 0.41% 41
2025
Q2 		$1.09M Buy
15,375
+80
+0.5% +$5.7K 0.48% 34
2025
Q1 		$1.1M Sell
15,295
-295
-2% -$19.7K 0.52% 35
2024
Q4 		$971K Buy
15,590
+17
+0.1% +$1.11K 0.49% 36
2024
Q3 		$1.12M Sell
15,573
-3
-0% -$205 0.56% 30
2024
Q2 		$991K Buy
15,576
+579
+4% +$35.8K 0.54% 32
2024
Q1 		$918K Sell
14,997
-1,197
-7% -$71.9K 0.52% 37
2023
Q4 		$954K Sell
16,194
-131
-0.8% -$7.44K 0.59% 31
2023
Q3 		$914K Sell
16,325
-1,657
-9% -$99.4K 0.62% 31
2023
Q2 		$1.08M Buy
17,982
+101
+0.6% +$6.28K 0.72% 28
2023
Q1 		$1.11M Buy
17,881
+104
+0.6% +$6.3K 0.78% 29
2022
Q4 		$1.13M Buy
17,777
+196
+1% +$11.8K 0.83% 29
2022
Q3 		$985K Buy
17,581
+444
+3% +$27.6K 0.79% 31
2022
Q2 		$1.08M Sell
17,137
-241
-1% -$15.3K 0.83% 30
2022
Q1 		$1.08M Buy
17,378
+305
+2% +$18.5K 0.75% 32
2021
Q4 		$1.01M Buy
+17,073
New +$951K 0.71% 34

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

Powers Advisory Group's KO Position: Q1 2026 in Review

Powers Advisory Group reduced its Coca-Cola (KO) stake by 1.6% in Q1 2026, selling an estimated $19.1K and leaving 15,679 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #43.

Powers Advisory Group first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Powers Advisory Group held 15,679 shares of Coca-Cola worth $1.19M as of Q1 2026.
  • Powers Advisory Group sold 253 Coca-Cola shares in Q1 2026, an estimated $19.1K.
  • Coca-Cola made up 0.42% of Powers Advisory Group's portfolio in Q1 2026, its #43 holding.
  • Powers Advisory Group first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.