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Prudent Man Advisors’s Coca-Cola KO Stock Holding History

Prudent Man 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 		– Sell
-7,237
Closed -$585K – 138
2025
Q4 		$585K Sell
7,237
-116
-2% -$8.09K 0.21% 87
2025
Q3 		$563K Sell
7,353
-5,589
-43% -$385K 0.21% 89
2025
Q2 		$996K Buy
12,942
+5
+0% +$356 0.32% 77
2025
Q1 		$1.01M Buy
12,937
+299
+2% +$20K 0.37% 62
2024
Q4 		$857K Sell
12,638
-1,144
-8% -$74.7K 0.31% 73
2024
Q3 		$1.07M Sell
13,782
-240
-2% -$16.4K 0.36% 66
2024
Q2 		$964K Buy
14,022
+562
+4% +$34.8K 0.34% 66
2024
Q1 		$893K Buy
13,460
+792
+6% +$47.6K 0.33% 74
2023
Q4 		$813K Sell
12,668
-785
-6% -$44.6K 0.3% 75
2023
Q3 		$816K Buy
13,453
+4,035
+43% +$242K 0.32% 70
2023
Q2 		$567K Sell
9,418
-163
-2% -$10.1K 0.21% 105
2023
Q1 		$594K Sell
9,581
-176
-2% -$10.7K 0.23% 101
2022
Q4 		$621K Buy
9,757
+32
+0.3% +$1.93K 0.25% 101
2022
Q3 		$545K Buy
9,725
+463
+5% +$28.8K 0.26% 87
2022
Q2 		$583K Sell
9,262
-15
-0.2% -$951 0.27% 79
2022
Q1 		$575K Sell
9,277
-166
-2% -$10.1K 0.23% 88
2021
Q4 		$559K Sell
9,443
-1,578
-14% -$87.9K 0.21% 92
2021
Q3 		$578K Sell
11,021
-12
-0.1% -$669 0.22% 91
2021
Q2 		$597K Sell
11,033
-59
-0.5% -$3.21K 0.23% 86
2021
Q1 		$585K Sell
11,092
-1,359
-11% -$68.4K 0.25% 82
2020
Q4 		$683K Buy
12,451
+1,681
+16% +$86.9K 0.29% 66
2020
Q3 		$5.33M Buy
10,770
+20
+0.2% +$962 2.83% 5
2020
Q2 		$480K Buy
+10,750
New +$495K 0.43% 66

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

Prudent Man Advisors's KO Position: Q1 2026 in Review

Prudent Man Advisors sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 7,237 shares — an estimated $585K sold.

Prudent Man Advisors first reported a position in KO in Q2 2020 and held it in 23 quarters. The position peaked at $5.33M in Q3 2020. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Prudent Man Advisors reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Prudent Man Advisors sold 7,237 Coca-Cola shares in Q1 2026, an estimated $585K.
  • Prudent Man Advisors first reported a position in Coca-Cola in Q2 2020 and held it in 23 quarters.
  • Prudent Man Advisors's Coca-Cola position peaked at $5.33M in Q3 2020.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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