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

SkyView 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 		$1.08M Sell
14,233
-502
-3% -$38K 0.15% 95
2025
Q4 		$1.03M Sell
14,735
-442
-3% -$30.8K 0.13% 114
2025
Q3 		$1.01M Sell
15,177
-226
-1% -$15.6K 0.13% 120
2025
Q2 		$1.08M Sell
15,403
-1,597
-9% -$114K 0.16% 104
2025
Q1 		$1.22M Buy
17,000
+4,327
+34% +$289K 0.18% 86
2024
Q4 		$789K Buy
+12,673
New +$827K 0.13% 136
2023
Q4 		– Sell
-208
Closed -$12K – 338
2023
Q3 		$12K Buy
208
+11
+6% +$660 ﹤0.01% 348
2023
Q2 		$12K Buy
197
+100
+103% +$6.22K ﹤0.01% 451
2023
Q1 		$6K Buy
+97
New +$5.87K ﹤0.01% 475
2022
Q3 		– Sell
-6,392
Closed -$402K – 556
2022
Q2 		$402K Sell
6,392
-7,761
-55% -$492K 0.11% 269
2022
Q1 		$895K Buy
14,153
+1,628
+13% +$99K 0.21% 151
2021
Q4 		$907K Sell
12,525
-2,103
-14% -$117K 0.2% 133
2021
Q3 		$767K Buy
14,628
+6,536
+81% +$364K 0.22% 128
2021
Q2 		$426K Hold
8,092
– – 0.2% 108
2021
Q1 		$426K Buy
8,092
+543
+7% +$27.3K 0.19% 114
2020
Q4 		$414K Buy
+7,549
New +$390K 0.2% 105

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

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

SkyView Investment Advisors reduced its Coca-Cola (KO) stake by 3.4% in Q1 2026, selling an estimated $38K and leaving 14,233 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #95.

SkyView Investment Advisors first reported a position in KO in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.22M in Q1 2025. 3,577 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • SkyView Investment Advisors held 14,233 shares of Coca-Cola worth $1.08M as of Q1 2026.
  • SkyView Investment Advisors sold 502 Coca-Cola shares in Q1 2026, an estimated $38K.
  • Coca-Cola made up 0.15% of SkyView Investment Advisors's portfolio in Q1 2026, its #95 holding.
  • SkyView Investment Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 16 quarters since.
  • SkyView Investment Advisors's Coca-Cola position peaked at $1.22M in Q1 2025.
  • 3,577 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.