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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
Q2 		$62.9K Buy
774
+3
+0.4% +$237 0.24% 75
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 $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

Strategic Advocates's KO Position: Q2 2026 in Review

Strategic Advocates increased its Coca-Cola (KO) stake by 0.39% in Q2 2026, buying an estimated $237 and bringing the position to 774 shares worth $62.9K. The position accounts for 0.24% of the portfolio, ranked #75.

Strategic Advocates first reported a position in KO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2023. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Strategic Advocates held 774 shares of Coca-Cola worth $62.9K as of Q2 2026.
  • Strategic Advocates bought 3 Coca-Cola shares in Q2 2026, an estimated $237.
  • Coca-Cola made up 0.24% of Strategic Advocates's portfolio in Q2 2026, its #75 holding.
  • Strategic Advocates first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
  • Strategic Advocates's Coca-Cola position peaked at $1.01M in Q4 2023.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.