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

Regal 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	$7.97M	Buy	104,842 +2,050	+2%	+$155K	0.46%	56
2025 Q4	$7.19M	Buy	102,792 +7,504	+8%	+$523K	0.43%	58
2025 Q3	$6.32M	Buy	95,288 +18,389	+24%	+$1.27M	0.41%	62
2025 Q2	$5.44M	Buy	76,899 +3,581	+5%	+$255K	0.41%	66
2025 Q1	$5.25M	Sell	73,318 -9,853	-12%	-$658K	0.42%	65
2024 Q4	$5.18M	Sell	83,171 -7,491	-8%	-$489K	0.39%	70
2024 Q3	$6.51M	Buy	90,662 +3,638	+4%	+$249K	0.46%	56
2024 Q2	$5.54M	Buy	87,024 +3,193	+4%	+$198K	0.36%	74
2024 Q1	$5.13M	Buy	83,831 +827	+1%	+$49.7K	0.35%	80
2023 Q4	$4.89M	Buy	83,004 +1,726	+2%	+$98K	0.37%	74
2023 Q3	$4.55M	Buy	81,278 +5,135	+7%	+$308K	0.38%	74
2023 Q2	$4.59M	Buy	76,143 +1,895	+3%	+$118K	0.38%	78
2023 Q1	$4.61M	Buy	74,248 +3,756	+5%	+$227K	0.41%	75
2022 Q4	$4.48M	Buy	70,492 +3,150	+5%	+$190K	0.43%	64
2022 Q3	$3.77M	Buy	67,342 +5,842	+9%	+$363K	0.4%	68
2022 Q2	$3.87M	Buy	61,500 +2,585	+4%	+$164K	0.4%	70
2022 Q1	$3.65M	Buy	58,915 +601	+1%	+$36.5K	0.34%	80
2021 Q4	$3.45M	Buy	58,314 +211	+0.4%	+$11.7K	0.31%	86
2021 Q3	$3.05M	Buy	58,103 +5,399	+10%	+$301K	0.3%	88
2021 Q2	$2.85M	Buy	+52,704	New	+$2.87M	0.29%	87
2021 Q1	–	Sell	-72,683	Closed	-$3.99M	–	251
2020 Q4	$3.99M	Buy	+72,683	New	+$3.76M	0.45%	57
2020 Q1	–	Sell	-65,150	Closed	-$3.61M	–	188
2019 Q4	$3.61M	Buy	65,150 +1,036	+2%	+$55.7K	0.65%	38
2019 Q3	$3.49M	Sell	64,114 -2,688	-4%	-$144K	0.68%	37
2019 Q2	$3.4M	Buy	66,802 +6,184	+10%	+$303K	0.66%	36
2019 Q1	$2.84M	Buy	60,618 +2,398	+4%	+$112K	0.58%	47
2018 Q4	$2.76M	Buy	58,220 +6,702	+13%	+$321K	0.6%	47
2018 Q3	$2.38M	Buy	51,518 +17,699	+52%	+$809K	0.5%	55
2018 Q2	$1.48M	Sell	33,819 -19,524	-37%	-$843K	0.45%	78
2018 Q1	$2.32M	Buy	53,343 +3,835	+8%	+$172K	0.51%	56
2017 Q4	$2.27M	Buy	49,508 +4,567	+10%	+$210K	0.51%	63
2017 Q3	$2.02M	Buy	44,941 +3,483	+8%	+$158K	0.47%	75
2017 Q2	$1.86M	Buy	41,458 +947	+2%	+$41.8K	0.46%	83
2017 Q1	$1.72M	Buy	40,511 +3,322	+9%	+$139K	0.45%	77
2016 Q4	$1.54M	Buy	37,189 +588	+2%	+$24.5K	0.43%	79
2016 Q3	$1.55M	Buy	36,601 +5,379	+17%	+$236K	0.44%	77
2016 Q2	$1.42M	Buy	31,222 +1,020	+3%	+$46.1K	0.39%	81
2016 Q1	$1.4M	Sell	30,202 -5,362	-15%	-$233K	0.38%	82
2015 Q4	$1.53M	Buy	35,564 +12,984	+58%	+$551K	0.4%	80
2015 Q3	$905K	Sell	22,580 -771	-3%	-$30.9K	0.23%	111
2015 Q2	$916K	Sell	23,351 -5,030	-18%	-$205K	0.25%	106
2015 Q1	$1.15M	Buy	28,381 +4,848	+21%	+$203K	0.28%	102
2014 Q4	$994K	Sell	23,533 -53,477	-69%	-$2.28M	0.27%	103
2014 Q3	$3.29M	Buy	77,010 +3,925	+5%	+$162K	0.99%	19
2014 Q2	$3.1M	Buy	73,085 +57,135	+358%	+$2.32M	1.1%	11
2014 Q1	$617K	Buy	15,950 +3,090	+24%	+$119K	0.26%	99
2013 Q4	$531K	Sell	12,860 -3,080	-19%	-$121K	0.3%	100
2013 Q3	$608K	Buy	15,940 +3,042	+24%	+$120K	0.36%	100
2013 Q2	$521K	Buy	+12,898	New	+$534K	0.29%	107

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Regal Investment Advisors increased its Coca-Cola (KO) stake by 2% in Q1 2026, buying an estimated $155K and bringing the position to 104,842 shares worth $7.97M. The position accounts for 0.46% of the portfolio, ranked #56.

Regal Investment Advisors first reported a position in KO in Q2 2013 and has held it in 48 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Regal Investment Advisors held 104,842 shares of Coca-Cola worth $7.97M as of Q1 2026.
Regal Investment Advisors bought 2,050 Coca-Cola shares in Q1 2026, an estimated $155K.
Coca-Cola made up 0.46% of Regal Investment Advisors's portfolio in Q1 2026, its #56 holding.
Regal Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 48 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.