SA
KO icon

Strategic Advocates’s Coca-Cola KO Stock Holding History

Strategic Advocates’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 		$58.6K Sell
771
-1,131
-59% -$85.5K 0.26% 72
2025
Q4 		$133K Sell
1,902
-3,886
-67% -$271K 0.03% 143
2025
Q3 		$384K Buy
5,788
+40
+0.7% +$2.75K 0.1% 91
2025
Q2 		$407K Buy
5,748
+205
+4% +$14.6K 0.12% 83
2025
Q1 		$397K Sell
5,543
-513
-8% -$34.3K 0.14% 81
2024
Q4 		$377K Sell
6,056
-1,835
-23% -$120K 0.13% 76
2024
Q3 		$567K Sell
7,891
-1,006
-11% -$68.9K 0.2% 69
2024
Q2 		$566K Sell
8,897
-7,242
-45% -$448K 0.22% 59
2024
Q1 		$987K Sell
16,139
-973
-6% -$58.4K 0.38% 46
2023
Q4 		$1.01M Buy
17,112
+743
+5% +$42.2K 0.43% 45
2023
Q3 		$916K Buy
+16,369
New +$982K 0.43% 48

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

Strategic Advocates's KO Position: Q1 2026 in Review

Strategic Advocates reduced its Coca-Cola (KO) stake by 59% in Q1 2026, selling an estimated $85.5K and leaving 771 shares worth $58.6K. The position accounts for 0.26% of the portfolio, ranked #72.

Strategic Advocates first reported a position in KO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2023. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Strategic Advocates held 771 shares of Coca-Cola worth $58.6K as of Q1 2026.
  • Strategic Advocates sold 1,131 Coca-Cola shares in Q1 2026, an estimated $85.5K.
  • Coca-Cola made up 0.26% of Strategic Advocates's portfolio in Q1 2026, its #72 holding.
  • Strategic Advocates first reported a position in Coca-Cola in Q3 2023 and has held it in 11 quarters since.
  • Strategic Advocates's Coca-Cola position peaked at $1.01M in Q4 2023.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.