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STALEY CAPITAL ADVISERS’s Coca-Cola KO Stock Holding History

STALEY CAPITAL ADVISERS’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 		$2.71M Hold
35,610
– – 0.11% 68
2025
Q4 		$2.49M Hold
35,610
– – 0.1% 72
2025
Q3 		$2.36M Buy
35,610
+1,500
+4% +$103K 0.1% 74
2025
Q2 		$2.41M Buy
34,110
+10,000
+41% +$712K 0.1% 76
2025
Q1 		$1.73M Hold
24,110
– – 0.08% 86
2024
Q4 		$1.5M Hold
24,110
– – 0.07% 90
2024
Q3 		$1.73M Buy
24,110
+28
+0.1% +$1.92K 0.08% 84
2024
Q2 		$1.53M Sell
24,082
-140
-0.6% -$8.67K 0.07% 86
2024
Q1 		$1.48M Buy
24,222
+5,000
+26% +$300K 0.07% 86
2023
Q4 		$1.13M Buy
+19,222
New +$1.09M 0.06% 98
2018
Q1 		– Sell
-37,942
Closed -$1.74M – 164
2017
Q4 		$1.74M Sell
37,942
-22,564
-37% -$1.04M 0.14% 64
2017
Q3 		$2.72M Sell
60,506
-211,089
-78% -$9.6M 0.22% 54
2017
Q2 		$12.2M Sell
271,595
-5,600
-2% -$247K 1.04% 32
2017
Q1 		$11.8M Sell
277,195
-12,200
-4% -$509K 1.05% 34
2016
Q4 		$12M Sell
289,395
-14,328
-5% -$596K 1.15% 30
2016
Q3 		$12.9M Sell
303,723
-3,000
-1% -$131K 1.28% 29
2016
Q2 		$13.9M Sell
306,723
-10,400
-3% -$470K 1.46% 30
2016
Q1 		$14.7M Sell
317,123
-5,210
-2% -$227K 1.59% 24
2015
Q4 		$13.8M Sell
322,333
-2,500
-0.8% -$106K 1.6% 25
2015
Q3 		$13M Sell
324,833
-33,400
-9% -$1.34M 1.59% 25
2015
Q2 		$14.1M Sell
358,233
-14,360
-4% -$584K 1.57% 24
2015
Q1 		$15.1M Sell
372,593
-3,946
-1% -$165K 1.74% 24
2014
Q4 		$15.9M Sell
376,539
-2,750
-0.7% -$117K 1.85% 23
2014
Q3 		$16.2M Buy
379,289
+280
+0.1% +$11.6K 1.93% 22
2014
Q2 		$16.1M Sell
379,009
-1,140
-0.3% -$46.3K 1.92% 21
2014
Q1 		$14.7M Buy
380,149
+66,050
+21% +$2.55M 1.86% 22
2013
Q4 		$13M Buy
314,099
+68,897
+28% +$2.72M 1.77% 22
2013
Q3 		$9.29M Buy
245,202
+57,993
+31% +$2.29M 1.41% 30
2013
Q2 		$7.51M Buy
+187,209
New +$7.75M 1.21% 34

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

STALEY CAPITAL ADVISERS's KO Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its Coca-Cola (KO) position steady in Q1 2026 at 35,610 shares worth $2.71M. The position accounts for 0.11% of the portfolio, ranked #68.

STALEY CAPITAL ADVISERS first reported a position in KO in Q2 2013 and has held it in 29 quarters since. The position peaked at $16.2M in Q3 2014. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • STALEY CAPITAL ADVISERS held 35,610 shares of Coca-Cola worth $2.71M as of Q1 2026.
  • STALEY CAPITAL ADVISERS left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.11% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #68 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Coca-Cola in Q2 2013 and has held it in 29 quarters since.
  • STALEY CAPITAL ADVISERS's Coca-Cola position peaked at $16.2M in Q3 2014.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.