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

Soltis 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 		$9.17M Buy
120,616
+5,028
+4% +$380K 0.58% 38
2025
Q4 		$8.08M Buy
115,588
+5,879
+5% +$410K 0.53% 43
2025
Q3 		$7.28M Buy
109,709
+2,856
+3% +$197K 0.5% 49
2025
Q2 		$7.56M Buy
106,853
+5,851
+6% +$417K 0.59% 34
2025
Q1 		$7.23M Buy
101,002
+1,027
+1% +$68.6K 0.65% 37
2024
Q4 		$6.22M Buy
99,975
+2,409
+2% +$157K 0.58% 39
2024
Q3 		$7.01M Sell
97,566
-23,530
-19% -$1.61M 0.69% 39
2024
Q2 		$7.71M Sell
121,096
-834
-0.7% -$51.6K 0.82% 24
2024
Q1 		$7.46M Buy
121,930
+4,802
+4% +$288K 0.84% 26
2023
Q4 		$6.9M Sell
117,128
-7,524
-6% -$427K 0.78% 31
2023
Q3 		$6.98M Buy
124,652
+7,439
+6% +$446K 0.9% 20
2023
Q2 		$7.06M Buy
117,213
+9,991
+9% +$622K 0.82% 21
2023
Q1 		$6.65M Buy
107,222
+13,627
+15% +$825K 0.85% 23
2022
Q4 		$5.95M Buy
93,595
+14,583
+18% +$880K 0.78% 26
2022
Q3 		$4.43M Buy
79,012
+15,210
+24% +$945K 0.67% 33
2022
Q2 		$4.01M Sell
63,802
-5,458
-8% -$346K 0.58% 38
2022
Q1 		$4.29M Buy
69,260
+12,885
+23% +$784K 0.6% 35
2021
Q4 		$3.34M Buy
56,375
+4,275
+8% +$238K 0.47% 40
2021
Q3 		$2.73M Buy
52,100
+3,021
+6% +$168K 0.42% 48
2021
Q2 		$2.66M Buy
49,079
+6,390
+15% +$348K 0.42% 45
2021
Q1 		$2.25M Buy
42,689
+9,635
+29% +$485K 0.41% 44
2020
Q4 		$1.81M Buy
33,054
+6,056
+22% +$313K 0.34% 50
2020
Q3 		$1.33M Sell
26,998
-493
-2% -$23.7K 0.31% 68
2020
Q2 		$1.23M Buy
27,491
+5,421
+25% +$250K 0.32% 56
2020
Q1 		$977K Buy
22,070
+7,211
+49% +$389K 0.3% 50
2019
Q4 		$822K Buy
+14,859
New +$799K 0.16% 60

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

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

Soltis Investment Advisors increased its Coca-Cola (KO) stake by 4.3% in Q1 2026, buying an estimated $380K and bringing the position to 120,616 shares worth $9.17M. The position accounts for 0.58% of the portfolio, ranked #38.

Soltis Investment Advisors first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Soltis Investment Advisors held 120,616 shares of Coca-Cola worth $9.17M as of Q1 2026.
  • Soltis Investment Advisors bought 5,028 Coca-Cola shares in Q1 2026, an estimated $380K.
  • Coca-Cola made up 0.58% of Soltis Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Soltis Investment Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.