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SGL Investment Advisors’s Coca-Cola KO Stock Holding History

SGL Investment 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 		$978K Sell
12,430
-60
-0.5% -$4.54K 0.37% 59
2025
Q4 		$981K Buy
12,490
+370
+3% +$25.8K 0.39% 53
2025
Q3 		$824K Buy
12,120
+5,701
+89% +$392K 0.34% 61
2025
Q2 		$451K Buy
6,419
+290
+5% +$20.7K 0.21% 80
2025
Q1 		$436K Buy
6,129
+886
+17% +$59.2K 0.23% 75
2024
Q4 		$360K Buy
5,243
+865
+20% +$56.5K 0.18% 80
2024
Q3 		$274K Buy
+4,378
New +$300K 0.14% 87

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

SGL Investment Advisors's KO Position: Q1 2026 in Review

SGL Investment Advisors reduced its Coca-Cola (KO) stake by 0.48% in Q1 2026, selling an estimated $4.54K and leaving 12,430 shares worth $978K. The position accounts for 0.37% of the portfolio, ranked #59.

SGL Investment Advisors first reported a position in KO in Q3 2024 and has held it in 7 quarters since. The position peaked at $981K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • SGL Investment Advisors held 12,430 shares of Coca-Cola worth $978K as of Q1 2026.
  • SGL Investment Advisors sold 60 Coca-Cola shares in Q1 2026, an estimated $4.54K.
  • Coca-Cola made up 0.37% of SGL Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • SGL Investment Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Coca-Cola position peaked at $981K in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.