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Stelac Advisory Services’s Coca-Cola KO Stock Holding History

Stelac Advisory Services’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 		$225K Buy
2,948
+2
+0.1% +$151 0.05% 122
2025
Q4 		$206K Buy
2,946
+90
+3% +$6.27K 0.07% 79
2025
Q3 		$190K Sell
2,856
-49
-2% -$3.37K 0.07% 86
2025
Q2 		$206K Buy
2,905
+262
+10% +$18.7K 0.08% 81
2025
Q1 		$190K Buy
2,643
+204
+8% +$13.6K 0.08% 78
2024
Q4 		$153K Hold
2,439
– – 0.06% 87
2024
Q3 		$174K Hold
2,439
– – 0.07% 85
2024
Q2 		$156K Hold
2,439
– – 0.07% 88
2024
Q1 		$150K Hold
2,439
– – 0.07% 84
2023
Q4 		$143K Hold
2,439
– – 0.08% 75
2023
Q3 		$136K Hold
2,439
– – 0.07% 91
2023
Q2 		$147K Buy
+2,439
New +$152K 0.07% 136
2022
Q4 		– Sell
-4,231
Closed -$239K – 162
2022
Q3 		$239K Hold
4,231
– – 0.11% 123
2022
Q2 		$267K Buy
+4,231
New +$268K 0.11% 126
2021
Q3 		– Sell
-1,913
Closed -$104K – 246
2021
Q2 		$104K Sell
1,913
-213
-10% -$11.6K 0.02% 281
2021
Q1 		$112K Sell
2,126
-1,351
-39% -$68K 0.04% 217
2020
Q4 		$191K Sell
3,477
-419
-11% -$21.7K 0.05% 181
2020
Q3 		$192K Buy
+3,896
New +$187K 0.07% 134
2018
Q3 		– Sell
-7,640
Closed -$335K – 159
2018
Q2 		$335K Sell
7,640
-1,302
-15% -$56.2K 0.09% 53
2018
Q1 		$388K Buy
+8,942
New +$402K 0.12% 49
2017
Q1 		– Sell
-7,298
Closed -$303K – 80
2016
Q4 		$303K Buy
7,298
+618
+9% +$25.7K 0.1% 47
2016
Q3 		$283K Sell
6,680
-652
-9% -$28.6K 0.09% 38
2016
Q2 		$332K Buy
7,332
+652
+10% +$29.5K 0.1% 36
2016
Q1 		$310K Buy
+6,680
New +$291K 0.1% 31

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

Stelac Advisory Services's KO Position: Q1 2026 in Review

Stelac Advisory Services increased its Coca-Cola (KO) stake by 0.07% in Q1 2026, buying an estimated $151 and bringing the position to 2,948 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #122.

Stelac Advisory Services first reported a position in KO in Q1 2016 and has held it in 24 quarters since. The position peaked at $388K in Q1 2018. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Stelac Advisory Services held 2,948 shares of Coca-Cola worth $225K as of Q1 2026.
  • Stelac Advisory Services bought 2 Coca-Cola shares in Q1 2026, an estimated $151.
  • Coca-Cola made up 0.05% of Stelac Advisory Services's portfolio in Q1 2026, its #122 holding.
  • Stelac Advisory Services first reported a position in Coca-Cola in Q1 2016 and has held it in 24 quarters since.
  • Stelac Advisory Services's Coca-Cola position peaked at $388K in Q1 2018.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.