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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
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 $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 Investment Advisors's KO Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Coca-Cola (KO) in Q1 2026: 9,483 shares worth $721K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in KO as recently as Q3 2020.

Strategic Investment Advisors first reported a position in KO in Q4 2018 and has held it in 9 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Strategic Investment Advisors held 9,483 shares of Coca-Cola worth $721K as of Q1 2026.
  • Coca-Cola was a new Strategic Investment Advisors position in Q1 2026.
  • Coca-Cola made up 0.05% of Strategic Investment Advisors's portfolio in Q1 2026, its #180 holding.
  • Strategic Investment Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 9 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.