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Strategic Investment Advisors’s Coca-Cola KO Stock Holding History

Strategic Investment 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
Q2 		$411K Sell
5,063
-4,420
-47% -$349K 0.02% 236
2026
Q1 		$721K Buy
+9,483
New +$717K 0.05% 180
2020
Q4 		– Sell
-4,352
Closed -$215K – 202
2020
Q3 		$215K Sell
4,352
-5,028
-54% -$242K 0.07% 169
2020
Q2 		$419K Sell
9,380
-1,133
-11% -$52.2K 0.16% 103
2020
Q1 		$465K Buy
10,513
+703
+7% +$38K 0.21% 84
2019
Q4 		$543K Sell
9,810
-669
-6% -$36K 0.22% 79
2019
Q3 		$570K Buy
10,479
+550
+6% +$29.5K 0.27% 66
2019
Q2 		$502K Buy
9,929
+1,701
+21% +$83.4K 0.27% 64
2019
Q1 		$386K Buy
8,228
+299
+4% +$14K 0.26% 74
2018
Q4 		$375K Buy
+7,929
New +$380K 0.34% 62

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 $3.38T AUM 44.17% 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 Investment Advisors's KO Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Coca-Cola (KO) stake by 47% in Q2 2026, selling an estimated $349K and leaving 5,063 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #236.

Strategic Investment Advisors first reported a position in KO in Q4 2018 and has held it in 10 quarters since. The position peaked at $721K in Q1 2026. 3,647 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Strategic Investment Advisors held 5,063 shares of Coca-Cola worth $411K as of Q2 2026.
  • Strategic Investment Advisors sold 4,420 Coca-Cola shares in Q2 2026, an estimated $349K.
  • Coca-Cola made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #236 holding.
  • Strategic Investment Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 10 quarters since.
  • Strategic Investment Advisors's Coca-Cola position peaked at $721K in Q1 2026.
  • 3,647 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.