Sandy Cove Advisors’s Coca-Cola KO Stock Holding History

Sandy Cove 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 Q2	$1.37M	Sell	16,798 -1,639	-9%	-$129K	0.34%	42
2026 Q1	$1.4M	Sell	18,437 -664	-3%	-$50.2K	0.42%	34
2025 Q4	$1.34M	Sell	19,101 -1,099	-5%	-$76.6K	0.4%	35
2025 Q3	$1.34M	Sell	20,200 -52	-0.3%	-$3.58K	0.43%	33
2025 Q2	$1.43M	Sell	20,252 -2,436	-11%	-$174K	0.52%	31
2025 Q1	$1.62M	Buy	22,688 +485	+2%	+$32.4K	0.65%	24
2024 Q4	$1.38M	Buy	22,203 +684	+3%	+$44.6K	0.54%	32
2024 Q3	$1.55M	Buy	21,519 +56	+0.3%	+$3.83K	0.63%	26
2024 Q2	$1.37M	Buy	21,463 +1,589	+8%	+$98.4K	0.61%	26
2024 Q1	$1.22M	Buy	19,874 +327	+2%	+$19.6K	0.56%	30
2023 Q4	$1.15M	Sell	19,547 -1,022	-5%	-$58K	0.59%	32
2023 Q3	$1.15M	Buy	20,569 +573	+3%	+$34.4K	0.67%	27
2023 Q2	$1.2M	Buy	19,996 +1,712	+9%	+$107K	0.69%	27
2023 Q1	$1.13M	Hold	18,284	–	–	0.82%	26
2022 Q4	$1.16M	Buy	18,284 +284	+2%	+$17.1K	0.94%	21
2022 Q3	$1.01M	Hold	18,000	–	–	0.91%	20
2022 Q2	$1.13M	Hold	18,000	–	–	1.03%	21
2022 Q1	$1.12M	Sell	18,000 -3,500	-16%	-$213K	0.93%	18
2021 Q4	$1.27M	Buy	+21,500	New	+$1.2M	1.07%	17

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sandy Cove Advisors's KO Position: Q2 2026 in Review

Sandy Cove Advisors reduced its Coca-Cola (KO) stake by 8.9% in Q2 2026, selling an estimated $129K and leaving 16,798 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #42.

Sandy Cove Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q1 2025. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sandy Cove Advisors held 16,798 shares of Coca-Cola worth $1.37M as of Q2 2026.
Sandy Cove Advisors sold 1,639 Coca-Cola shares in Q2 2026, an estimated $129K.
Coca-Cola made up 0.34% of Sandy Cove Advisors's portfolio in Q2 2026, its #42 holding.
Sandy Cove Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
Sandy Cove Advisors's Coca-Cola position peaked at $1.62M in Q1 2025.
3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.