Strathmore Capital Advisors’s Coca-Cola KO Stock Holding History

Strathmore Capital 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	$468K	Sell	5,705 -19	-0.3%	-$1.5K	0.13%	89
2026 Q1	$439K	Sell	5,724 -714	-11%	-$54K	0.12%	94
2025 Q4	$450K	Sell	6,438 -228	-3%	-$15.9K	0.15%	82
2025 Q3	$442K	Buy	6,666 +336	+5%	+$23.1K	0.18%	77
2025 Q2	$440K	Buy	+6,330	New	+$451K	0.19%	76
2024 Q4	$455K	Buy	+7,301	New	+$477K	0.33%	22

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strathmore Capital Advisors's KO Position: Q2 2026 in Review

Strathmore Capital Advisors reduced its Coca-Cola (KO) stake by 0.33% in Q2 2026, selling an estimated $1.5K and leaving 5,705 shares worth $468K. The position accounts for 0.13% of the portfolio, ranked #89.

Strathmore Capital Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Strathmore Capital Advisors held 5,705 shares of Coca-Cola worth $468K as of Q2 2026.
Strathmore Capital Advisors sold 19 Coca-Cola shares in Q2 2026, an estimated $1.5K.
Coca-Cola made up 0.13% of Strathmore Capital Advisors's portfolio in Q2 2026, its #89 holding.
Strathmore Capital Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.