SAM Advisors’s Coca-Cola KO Stock Holding History

SAM 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	$426K	Hold	5,599	–	–	0.13%	39
2025 Q4	$391K	Hold	5,599	–	–	0.12%	38
2025 Q3	$371K	Hold	5,599	–	–	0.12%	38
2025 Q2	$396K	Hold	5,599	–	–	0.14%	38
2025 Q1	$401K	Hold	5,599	–	–	0.15%	38
2024 Q4	$349K	Hold	5,599	–	–	0.13%	39
2024 Q3	$402K	Hold	5,599	–	–	0.15%	36
2024 Q2	$356K	Hold	5,599	–	–	0.13%	34
2024 Q1	$343K	Hold	5,599	–	–	0.12%	35
2023 Q4	$330K	Hold	5,599	–	–	0.13%	32
2023 Q3	$313K	Buy	5,599 +125	+2%	+$7.5K	0.14%	32
2023 Q2	$330K	Hold	5,474	–	–	0.14%	31
2023 Q1	$340K	Hold	5,474	–	–	0.15%	28
2022 Q4	$348K	Hold	5,474	–	–	0.15%	30
2022 Q3	$307K	Hold	5,474	–	–	0.15%	32
2022 Q2	$345K	Sell	5,474 -515	-9%	-$32.6K	0.17%	29
2022 Q1	$371K	Buy	+5,989	New	+$364K	0.16%	31

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

SAM Advisors's KO Position: Q1 2026 in Review

SAM Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 5,599 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #39.

SAM Advisors first reported a position in KO in Q1 2022 and has held it in 17 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

SAM Advisors held 5,599 shares of Coca-Cola worth $426K as of Q1 2026.
SAM Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.13% of SAM Advisors's portfolio in Q1 2026, its #39 holding.
SAM Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.