Steward Partners Investment Advisory’s Coca-Cola KO Stock Holding History

Steward Partners Investment Advisory’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	$33.2M	Buy	436,821 +2,118	+0.5%	+$160K	0.17%	111
2025 Q4	$30.4M	Buy	434,703 +15,590	+4%	+$1.09M	0.17%	115
2025 Q3	$27.8M	Buy	419,113 +5,035	+1%	+$347K	0.16%	120
2025 Q2	$29.3M	Sell	414,078 -1,924	-0.5%	-$137K	0.23%	88
2025 Q1	$29.8M	Sell	416,002 -15,563	-4%	-$1.04M	0.26%	80
2024 Q4	$26.9M	Buy	431,565 +18,877	+5%	+$1.23M	0.24%	87
2024 Q3	$29.7M	Buy	412,688 +30,147	+8%	+$2.06M	0.27%	81
2024 Q2	$24.3M	Buy	382,541 +16,505	+5%	+$1.02M	0.26%	80
2024 Q1	$22.4M	Buy	366,036 +16,770	+5%	+$1.01M	0.25%	84
2023 Q4	$20.6M	Buy	349,266 +9,977	+3%	+$567K	0.28%	72
2023 Q3	$19M	Sell	339,289 -43,576	-11%	-$2.61M	0.29%	73
2023 Q2	$23.1M	Buy	382,865 +26,333	+7%	+$1.64M	0.35%	59
2023 Q1	$22.1M	Buy	356,532 +37,322	+12%	+$2.26M	0.35%	60
2022 Q4	$20.3M	Sell	319,210 -55,541	-15%	-$3.35M	0.35%	66
2022 Q3	$21M	Buy	374,751 +99,913	+36%	+$6.21M	0.39%	54
2022 Q2	$17.3M	Sell	274,838 -1,792	-0.6%	-$114K	0.32%	74
2022 Q1	$17.2M	Sell	276,630 -2,788	-1%	-$170K	0.27%	82
2021 Q4	$16.5M	Buy	279,418 +11,426	+4%	+$636K	0.25%	90
2021 Q3	$14.1M	Buy	267,992 +1,083	+0.4%	+$60.4K	0.24%	91
2021 Q2	$14.4M	Sell	266,909 -44,555	-14%	-$2.42M	0.24%	93
2021 Q1	$16.4M	Buy	311,464 +48,206	+18%	+$2.43M	0.29%	78
2020 Q4	$14.4M	Sell	263,258 -8,880	-3%	-$459K	0.31%	74
2020 Q3	$13.4M	Buy	272,138 +51,424	+23%	+$2.47M	0.34%	69
2020 Q2	$9.86M	Buy	220,714 +32,041	+17%	+$1.48M	0.28%	90
2020 Q1	$8.35M	Buy	188,673 +10,247	+6%	+$553K	0.31%	84
2019 Q4	$9.88M	Sell	178,426 -1,254	-0.7%	-$67.4K	0.29%	80
2019 Q3	$9.78M	Buy	179,680 +4,967	+3%	+$266K	0.33%	68
2019 Q2	$8.9M	Buy	174,713 +257	+0.1%	+$12.6K	0.33%	71
2019 Q1	$8.18M	Buy	174,456 +8,697	+5%	+$407K	0.35%	71
2018 Q4	$7.85M	Buy	165,759 +14,978	+10%	+$717K	0.38%	67
2018 Q3	$6.96M	Buy	150,781 +8,589	+6%	+$392K	0.33%	72
2018 Q2	$6.24M	Buy	142,192 +41,711	+42%	+$1.8M	0.37%	61
2018 Q1	$4.36M	Buy	100,481 +2,247	+2%	+$101K	0.3%	82
2017 Q4	$4.51M	Buy	98,234 +6,395	+7%	+$294K	0.34%	71
2017 Q3	$4.13M	Buy	91,839 +2,388	+3%	+$109K	0.42%	60
2017 Q2	$4.01M	Buy	89,451 +17,758	+25%	+$785K	0.45%	57
2017 Q1	$3.04M	Buy	+71,693	New	+$2.99M	0.46%	56

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

Steward Partners Investment Advisory's KO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Coca-Cola (KO) stake by 0.49% in Q1 2026, buying an estimated $160K and bringing the position to 436,821 shares worth $33.2M. The position accounts for 0.17% of the portfolio, ranked #111.

Steward Partners Investment Advisory first reported a position in KO in Q1 2017 and has held it in 37 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Steward Partners Investment Advisory held 436,821 shares of Coca-Cola worth $33.2M as of Q1 2026.
Steward Partners Investment Advisory bought 2,118 Coca-Cola shares in Q1 2026, an estimated $160K.
Coca-Cola made up 0.17% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #111 holding.
Steward Partners Investment Advisory first reported a position in Coca-Cola in Q1 2017 and has held it in 37 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.