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Sound View Wealth Advisors Group’s Coca-Cola KO Stock Holding History

Sound View Wealth Advisors Group’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 		$8M Sell
105,198
-6,898
-6% -$521K 0.54% 48
2025
Q4 		$7.84M Sell
112,096
-773
-0.7% -$53.9K 0.53% 47
2025
Q3 		$7.49M Sell
112,869
-1,813
-2% -$125K 0.51% 48
2025
Q2 		$8.11M Sell
114,682
-3,584
-3% -$255K 0.6% 45
2025
Q1 		$8.47M Sell
118,266
-2,129
-2% -$142K 0.7% 39
2024
Q4 		$7.5M Buy
120,395
+3,607
+3% +$235K 0.6% 42
2024
Q3 		$8.39M Buy
116,788
+4,087
+4% +$280K 0.69% 39
2024
Q2 		$7.17M Sell
112,701
-12,397
-10% -$767K 0.74% 36
2024
Q1 		$7.65M Sell
125,098
-2,560
-2% -$154K 0.82% 32
2023
Q4 		$7.52M Sell
127,658
-204
-0.2% -$11.6K 0.83% 31
2023
Q3 		$7.16M Buy
127,862
+3,424
+3% +$205K 0.89% 29
2023
Q2 		$7.49M Sell
124,438
-2,035
-2% -$127K 0.98% 26
2023
Q1 		$7.85M Sell
126,473
-1,185
-0.9% -$71.7K 1.08% 20
2022
Q4 		$7.52M Buy
127,658
+39,069
+44% +$2.36M 0.83% 31
2022
Q3 		$4.96M Sell
88,589
-1,970
-2% -$122K 1.11% 22
2022
Q2 		$5.7M Sell
90,559
-5,426
-6% -$344K 1.19% 21
2022
Q1 		$5.95M Buy
95,985
+163
+0.2% +$9.91K 1.13% 22
2021
Q4 		$5.67M Buy
95,822
+333
+0.3% +$18.5K 1.07% 25
2021
Q3 		$5.01M Buy
95,489
+434
+0.5% +$24.2K 1.05% 22
2021
Q2 		$5.14M Sell
95,055
-12,770
-12% -$695K 1.08% 22
2021
Q1 		$5.68M Sell
107,825
-1,277
-1% -$64.3K 1.32% 17
2020
Q4 		$5.98M Sell
109,102
-1,033
-0.9% -$53.4K 1.46% 15
2020
Q3 		$5.44M Sell
110,135
-3,618
-3% -$174K 1.43% 15
2020
Q2 		$5.08M Buy
113,753
+3,535
+3% +$163K 1.43% 14
2020
Q1 		$4.88M Buy
110,218
+212
+0.2% +$11.4K 1.68% 12
2019
Q4 		$6.09M Sell
110,006
-5,525
-5% -$297K 1.72% 9
2019
Q3 		$6.29M Sell
115,531
-54,874
-32% -$2.94M 1.87% 8
2019
Q2 		$8.68M Buy
+170,405
New +$8.35M 2.57% 3

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

Sound View Wealth Advisors Group's KO Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Coca-Cola (KO) stake by 6.2% in Q1 2026, selling an estimated $521K and leaving 105,198 shares worth $8M. The position accounts for 0.54% of the portfolio, ranked #48.

Sound View Wealth Advisors Group first reported a position in KO in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.68M in Q2 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Sound View Wealth Advisors Group held 105,198 shares of Coca-Cola worth $8M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 6,898 Coca-Cola shares in Q1 2026, an estimated $521K.
  • Coca-Cola made up 0.54% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #48 holding.
  • Sound View Wealth Advisors Group first reported a position in Coca-Cola in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Coca-Cola position peaked at $8.68M in Q2 2019.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.