SRH Advisors’s Coca-Cola KO Stock Holding History

SRH 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	$583K	Hold	7,668	–	–	0.17%	32
2025 Q4	$536K	Buy	7,668 +36	+0.5%	+$2.51K	0.15%	32
2025 Q3	$506K	Buy	7,632 +17	+0.2%	+$1.17K	0.15%	31
2025 Q2	$539K	Buy	7,615 +17	+0.2%	+$1.21K	0.16%	30
2025 Q1	$544K	Hold	7,598	–	–	0.17%	29
2024 Q4	$473K	Buy	7,598 +34	+0.4%	+$2.22K	0.14%	33
2024 Q3	$544K	Buy	7,564 +18	+0.2%	+$1.23K	0.17%	34
2024 Q2	$480K	Sell	7,546 -756	-9%	-$46.8K	0.16%	33
2024 Q1	$508K	Hold	8,302	–	–	0.16%	35
2023 Q4	$489K	Buy	8,302 +821	+11%	+$46.6K	0.17%	34
2023 Q3	$419K	Buy	7,481 +797	+12%	+$47.8K	0.2%	35
2023 Q2	$415K	Hold	6,684	–	–	0.22%	35
2023 Q1	$415K	Hold	6,684	–	–	0.22%	35
2022 Q4	$425K	Buy	6,684 +21	+0.3%	+$1.27K	0.24%	35
2022 Q3	$373K	Buy	6,663 +10	+0.2%	+$622	0.49%	34
2022 Q2	$419K	Buy	6,653 +11	+0.2%	+$697	0.52%	34
2022 Q1	$412K	Hold	6,642	–	–	0.46%	40
2021 Q4	$393K	Buy	6,642 +21	+0.3%	+$1.17K	0.45%	39
2021 Q3	$347K	Buy	6,621 +11	+0.2%	+$613	0.42%	38
2021 Q2	$358K	Buy	6,610 +11	+0.2%	+$598	0.45%	36
2021 Q1	$348K	Hold	6,599	–	–	0.5%	35
2020 Q4	$362K	Buy	6,599 +22	+0.3%	+$1.14K	0.6%	28
2020 Q3	$325K	Buy	6,577 +13	+0.2%	+$625	0.63%	28
2020 Q2	$293K	Buy	6,564 +13	+0.2%	+$599	0.73%	28
2020 Q1	$290K	Buy	6,551 +1,700	+35%	+$91.8K	0.81%	26
2019 Q4	$269K	Buy	4,851 +19	+0.4%	+$1.02K	0.86%	27
2019 Q3	$263K	Buy	4,832 +11	+0.2%	+$589	0.89%	27
2019 Q2	$246K	Buy	4,821 +11	+0.2%	+$539	0.84%	27
2019 Q1	$225K	Hold	4,810	–	–	0.8%	27
2018 Q4	$228K	Buy	4,810 +10	+0.2%	+$479	0.87%	25
2018 Q3	$222K	Hold	4,800	–	–	0.76%	33
2018 Q2	$211K	Hold	4,800	–	–	0.79%	29
2018 Q1	$208K	Hold	4,800	–	–	0.83%	30
2017 Q4	$220K	Hold	4,800	–	–	0.87%	25
2017 Q3	$216K	Hold	4,800	–	–	0.92%	26
2017 Q2	$215K	Hold	4,800	–	–	1.02%	23
2017 Q1	$204K	Sell	4,800 -62	-1%	-$2.59K	0.95%	25
2016 Q4	$202K	Hold	4,862	–	–	1%	25
2016 Q3	$206K	Hold	4,862	–	–	1.07%	26
2016 Q2	$220K	Hold	4,862	–	–	1.17%	23
2016 Q1	$226K	Hold	4,862	–	–	1.25%	19
2015 Q4	$209K	Buy	4,862 +200	+4%	+$8.49K	1.23%	20
2015 Q3	$187K	Hold	4,662	–	–	1.1%	23
2015 Q2	$183K	Hold	4,662	–	–	1.15%	19
2015 Q1	$189K	Buy	4,662 +200	+4%	+$8.37K	1.25%	16
2014 Q4	$188K	Buy	4,462 +100	+2%	+$4.27K	1.28%	19
2014 Q3	$186K	Hold	4,362	–	–	1.43%	17
2014 Q2	$185K	Hold	4,362	–	–	1.46%	18
2014 Q1	$169K	Hold	4,362	–	–	1.35%	19
2013 Q4	$180K	Buy	+4,362	New	+$172K	1.77%	16

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SRH Advisors's KO Position: Q1 2026 in Review

SRH Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 7,668 shares worth $583K. The position accounts for 0.17% of the portfolio, ranked #32.

SRH Advisors first reported a position in KO in Q4 2013 and has held it in 50 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

SRH Advisors held 7,668 shares of Coca-Cola worth $583K as of Q1 2026.
SRH Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.17% of SRH Advisors's portfolio in Q1 2026, its #32 holding.
SRH Advisors first reported a position in Coca-Cola in Q4 2013 and has held it in 50 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.