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Savvy Advisors Inc’s Coca-Cola KO Stock Holding History

Savvy Advisors Inc’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 		$6.34M Buy
78,055
+18,887
+32% +$1.49M 0.13% 129
2026
Q1 		$4.5M Buy
59,168
+11,385
+24% +$861K 0.12% 140
2025
Q4 		$3.34M Buy
47,783
+10,902
+30% +$760K 0.11% 135
2025
Q3 		$2.45M Buy
36,881
+408
+1% +$28.1K 0.11% 130
2025
Q2 		$2.58M Buy
36,473
+4,379
+14% +$312K 0.17% 89
2025
Q1 		$2.3M Sell
32,094
-216
-0.7% -$14.4K 0.23% 74
2024
Q4 		$2.01M Buy
32,310
+5,942
+23% +$388K 0.24% 70
2024
Q3 		$1.89M Buy
26,368
+18,797
+248% +$1.29M 0.38% 56
2024
Q2 		$482K Buy
7,571
+1,897
+33% +$117K 0.16% 144
2024
Q1 		$347K Buy
+5,674
New +$341K 0.2% 144

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savvy Advisors Inc's KO Position: Q2 2026 in Review

Savvy Advisors Inc increased its Coca-Cola (KO) stake by 32% in Q2 2026, buying an estimated $1.49M and bringing the position to 78,055 shares worth $6.34M. The position accounts for 0.13% of the portfolio, ranked #129.

Savvy Advisors Inc first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Savvy Advisors Inc held 78,055 shares of Coca-Cola worth $6.34M as of Q2 2026.
  • Savvy Advisors Inc bought 18,887 Coca-Cola shares in Q2 2026, an estimated $1.49M.
  • Coca-Cola made up 0.13% of Savvy Advisors Inc's portfolio in Q2 2026, its #129 holding.
  • Savvy Advisors Inc first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.