SAS
KO icon

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
Q2 		$217K Sell
2,664
-284
-10% -$22.4K 0.04% 124
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stelac Advisory Services's KO Position: Q2 2026 in Review

Stelac Advisory Services reduced its Coca-Cola (KO) stake by 9.6% in Q2 2026, selling an estimated $22.4K and leaving 2,664 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #124.

Stelac Advisory Services first reported a position in KO in Q1 2016 and has held it in 25 quarters since. The position peaked at $388K in Q1 2018. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Stelac Advisory Services held 2,664 shares of Coca-Cola worth $217K as of Q2 2026.
  • Stelac Advisory Services sold 284 Coca-Cola shares in Q2 2026, an estimated $22.4K.
  • Coca-Cola made up 0.04% of Stelac Advisory Services's portfolio in Q2 2026, its #124 holding.
  • Stelac Advisory Services first reported a position in Coca-Cola in Q1 2016 and has held it in 25 quarters since.
  • Stelac Advisory Services's Coca-Cola position peaked at $388K in Q1 2018.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.