Private Advisory Group’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
$618K Buy
8,123
+888
+12% +$67.1K 0.04% 189
2025
Q4
$506K Buy
7,235
+229
+3% +$16K 0.04% 158
2025
Q3
$465K Buy
7,006
+169
+2% +$11.6K 0.04% 158
2025
Q2
$484K Buy
+6,837
New +$487K 0.04% 156

Other funds holding KO

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

Private Advisory Group increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $67.1K and bringing the position to 8,123 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #189.

Private Advisory Group first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Private Advisory Group held 8,123 shares of Coca-Cola worth $618K as of Q1 2026.
  • Private Advisory Group bought 888 Coca-Cola shares in Q1 2026, an estimated $67.1K.
  • Coca-Cola made up 0.04% of Private Advisory Group's portfolio in Q1 2026, its #189 holding.
  • Private Advisory Group first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.