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Schear Investment Advisers’s Coca-Cola KO Stock Holding History

Schear Investment Advisers’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 		$435K Sell
5,717
-26
-0.5% -$1.97K 0.19% 66
2025
Q4 		$401K Sell
5,743
-578
-9% -$40.3K 0.17% 69
2025
Q3 		$419K Hold
6,321
– – 0.19% 75
2025
Q2 		$447K Buy
6,321
+223
+4% +$15.9K 0.22% 74
2025
Q1 		$437K Sell
6,098
-2,010
-25% -$134K 0.25% 74
2024
Q4 		$505K Buy
8,108
+1,064
+15% +$69.5K 0.27% 72
2024
Q3 		$506K Buy
7,044
+1,054
+18% +$72.2K 0.31% 73
2024
Q2 		$381K Sell
5,990
-781
-12% -$48.3K 0.28% 74
2024
Q1 		$414K Sell
6,771
-252
-4% -$15.1K 0.33% 71
2023
Q4 		$414K Buy
7,023
+35
+0.5% +$1.99K 0.4% 58
2023
Q3 		$391K Sell
6,988
-745
-10% -$44.7K 0.42% 63
2023
Q2 		$466K Buy
7,733
+1,753
+29% +$109K 0.49% 60
2023
Q1 		$371K Buy
5,980
+804
+16% +$48.7K 0.44% 68
2022
Q4 		$329K Buy
+5,176
New +$312K 0.41% 76

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

Schear Investment Advisers's KO Position: Q1 2026 in Review

Schear Investment Advisers reduced its Coca-Cola (KO) stake by 0.45% in Q1 2026, selling an estimated $1.97K and leaving 5,717 shares worth $435K. The position accounts for 0.19% of the portfolio, ranked #66.

Schear Investment Advisers first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $506K in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Schear Investment Advisers held 5,717 shares of Coca-Cola worth $435K as of Q1 2026.
  • Schear Investment Advisers sold 26 Coca-Cola shares in Q1 2026, an estimated $1.97K.
  • Coca-Cola made up 0.19% of Schear Investment Advisers's portfolio in Q1 2026, its #66 holding.
  • Schear Investment Advisers first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Schear Investment Advisers's Coca-Cola position peaked at $506K in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.