South Shore Capital Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$355K Sell
4,368
-550
-11% -$43.4K 0.24% 95
2026
Q1
$374K Sell
4,918
-22
-0.4% -$1.66K 0.27% 83
2025
Q4
$345K Buy
+4,940
New +$344K 0.25% 83

Other funds holding KO

South Shore Capital Advisors's KO Position: Q2 2026 in Review

South Shore Capital Advisors reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $43.4K and leaving 4,368 shares worth $355K. The position accounts for 0.24% of the portfolio, ranked #95.

South Shore Capital Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • South Shore Capital Advisors held 4,368 shares of Coca-Cola worth $355K as of Q2 2026.
  • South Shore Capital Advisors sold 550 Coca-Cola shares in Q2 2026, an estimated $43.4K.
  • Coca-Cola made up 0.24% of South Shore Capital Advisors's portfolio in Q2 2026, its #95 holding.
  • South Shore Capital Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • South Shore Capital Advisors's Coca-Cola position peaked at $374K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.