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Prostatis Group’s Coca-Cola KO Stock Holding History

Prostatis 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 		$238K Sell
3,134
-2,081
-40% -$157K 0.06% 158
2025
Q4 		$365K Buy
+5,215
New +$364K 0.09% 119
2024
Q2 		– Sell
-18,948
Closed -$1.15M – 150
2024
Q1 		$1.15M Buy
18,948
+2,381
+14% +$143K 0.44% 56
2023
Q4 		$976K Sell
16,567
-686
-4% -$39K 0.41% 61
2023
Q3 		$975K Sell
17,253
-854,385
-98% -$51.2M 0.48% 43
2023
Q2 		$1M Buy
871,638
+854,134
+4,880% +$53.1M 0.47% 50
2023
Q1 		$1.09M Sell
17,504
-328
-2% -$19.9K 0.57% 47
2022
Q4 		$1.13M Buy
+17,832
New +$1.08M 0.69% 37

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

Prostatis Group's KO Position: Q1 2026 in Review

Prostatis Group reduced its Coca-Cola (KO) stake by 40% in Q1 2026, selling an estimated $157K and leaving 3,134 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #158.

Prostatis Group first reported a position in KO in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.15M in Q1 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Prostatis Group held 3,134 shares of Coca-Cola worth $238K as of Q1 2026.
  • Prostatis Group sold 2,081 Coca-Cola shares in Q1 2026, an estimated $157K.
  • Coca-Cola made up 0.06% of Prostatis Group's portfolio in Q1 2026, its #158 holding.
  • Prostatis Group first reported a position in Coca-Cola in Q4 2022 and has held it in 8 quarters since.
  • Prostatis Group's Coca-Cola position peaked at $1.15M in Q1 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.