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Strata Wealth Advisors’s Coca-Cola KO Stock Holding History

Strata Wealth 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 		$711K Sell
9,345
-318
-3% -$24K 0.19% 44
2025
Q4 		$676K Sell
9,663
-760
-7% -$53K 0.19% 44
2025
Q3 		$691K Buy
10,423
+2,437
+31% +$168K 0.18% 47
2025
Q2 		$565K Buy
7,986
+634
+9% +$45.2K 0.16% 50
2025
Q1 		$527K Sell
7,352
-1,406
-16% -$93.9K 0.16% 46
2024
Q4 		$545K Buy
8,758
+246
+3% +$16.1K 0.17% 48
2024
Q3 		$612K Buy
8,512
+69
+0.8% +$4.72K 0.2% 44
2024
Q2 		$537K Buy
+8,443
New +$523K 0.19% 43

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

Strata Wealth Advisors's KO Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Coca-Cola (KO) stake by 3.3% in Q1 2026, selling an estimated $24K and leaving 9,345 shares worth $711K. The position accounts for 0.19% of the portfolio, ranked #44.

Strata Wealth Advisors first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Strata Wealth Advisors held 9,345 shares of Coca-Cola worth $711K as of Q1 2026.
  • Strata Wealth Advisors sold 318 Coca-Cola shares in Q1 2026, an estimated $24K.
  • Coca-Cola made up 0.19% of Strata Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • Strata Wealth Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.