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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
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 $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

Savvy Advisors Inc's KO Position: Q1 2026 in Review

Savvy Advisors Inc increased its Coca-Cola (KO) stake by 24% in Q1 2026, buying an estimated $861K and bringing the position to 59,168 shares worth $4.5M. The position accounts for 0.12% of the portfolio, ranked #140.

Savvy Advisors Inc first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Savvy Advisors Inc held 59,168 shares of Coca-Cola worth $4.5M as of Q1 2026.
  • Savvy Advisors Inc bought 11,385 Coca-Cola shares in Q1 2026, an estimated $861K.
  • Coca-Cola made up 0.12% of Savvy Advisors Inc's portfolio in Q1 2026, its #140 holding.
  • Savvy Advisors Inc first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.