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Sanctuary Advisors’s Coca-Cola KO Stock Holding History

Sanctuary 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 		$38.9M Buy
511,510
+62,249
+14% +$4.71M 0.21% 94
2025
Q4 		$31.4M Buy
449,261
+10,477
+2% +$730K 0.17% 118
2025
Q3 		$29.1M Sell
438,784
-5,264
-1% -$362K 0.17% 125
2025
Q2 		$31.4M Sell
444,048
-5,439
-1% -$387K 0.19% 108
2025
Q1 		$32.2M Sell
449,487
-90,790
-17% -$6.06M 0.23% 91
2024
Q4 		$34.6M Buy
540,277
+9,324
+2% +$609K 0.22% 93
2024
Q3 		$33.9M Buy
530,953
+158,309
+42% +$10.8M 0.22% 96
2024
Q2 		$23M Buy
+372,644
New +$23.1M 0.17% 127

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

Sanctuary Advisors's KO Position: Q1 2026 in Review

Sanctuary Advisors increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $4.71M and bringing the position to 511,510 shares worth $38.9M. The position accounts for 0.21% of the portfolio, ranked #94.

Sanctuary Advisors first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sanctuary Advisors held 511,510 shares of Coca-Cola worth $38.9M as of Q1 2026.
  • Sanctuary Advisors bought 62,249 Coca-Cola shares in Q1 2026, an estimated $4.71M.
  • Coca-Cola made up 0.21% of Sanctuary Advisors's portfolio in Q1 2026, its #94 holding.
  • Sanctuary Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.