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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
2019
Q2 		– Sell
-800
Closed -$37K – 344
2019
Q1 		$37K Buy
+800
New +$37.4K 0.01% 336

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

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. 3,558 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.
  • 3,558 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.