SWA
KO icon

Stratos Wealth Advisors’s Coca-Cola KO Stock Holding History

Stratos Wealth 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 		$1.98M Buy
26,075
+674
+3% +$51K 0.12% 173
2025
Q4 		$1.78M Buy
25,401
+291
+1% +$20.3K 0.09% 229
2025
Q3 		$1.67M Buy
25,110
+1,674
+7% +$115K 0.08% 249
2025
Q2 		$1.66M Sell
23,436
-530
-2% -$37.8K 0.09% 239
2025
Q1 		$1.72M Sell
23,966
-1,064
-4% -$71.1K 0.09% 220
2024
Q4 		$1.56M Sell
25,030
-640
-2% -$41.8K 0.07% 250
2024
Q3 		$1.84M Buy
25,670
+316
+1% +$21.6K 0.08% 255
2024
Q2 		$1.61M Buy
25,354
+5,026
+25% +$311K 0.08% 243
2024
Q1 		$1.24M Sell
20,328
-83,954
-81% -$5.04M 0.07% 292
2023
Q4 		$6.15M Buy
104,282
+127
+0.1% +$7.21K 0.35% 70
2023
Q3 		$5.83M Buy
104,155
+23,263
+29% +$1.4M 0.38% 67
2023
Q2 		$4.87M Buy
80,892
+1,248
+2% +$77.6K 0.35% 78
2023
Q1 		$4.94M Buy
79,644
+58
+0.1% +$3.51K 0.38% 72
2022
Q4 		$5.06M Buy
79,586
+1,063
+1% +$64.2K 0.42% 58
2022
Q3 		$4.4M Buy
78,523
+205
+0.3% +$12.7K 0.46% 48
2022
Q2 		$4.93M Buy
78,318
+1,235
+2% +$78.3K 0.45% 51
2022
Q1 		$4.78M Sell
77,083
-4,335
-5% -$264K 0.39% 61
2021
Q4 		$4.82M Sell
81,418
-2,083
-2% -$116K 0.35% 72
2021
Q3 		$4.38M Sell
83,501
-3,231
-4% -$180K 0.37% 66
2021
Q2 		$4.69M Buy
86,732
+5,273
+6% +$287K 0.42% 62
2021
Q1 		$4.29M Sell
81,459
-1,831
-2% -$92.2K 0.46% 54
2020
Q4 		$4.57M Buy
83,290
+1,713
+2% +$88.6K 0.63% 40
2020
Q3 		$4.03M Buy
81,577
+2,050
+3% +$98.6K 0.98% 29
2020
Q2 		$3.55M Buy
79,527
+72,674
+1,060% +$3.35M 1.09% 22
2020
Q1 		$303K Sell
6,853
-523
-7% -$28.2K 0.21% 109
2019
Q4 		$408K Sell
7,376
-1,482
-17% -$79.7K 0.23% 97
2019
Q3 		$482K Buy
8,858
+1,464
+20% +$78.4K 0.18% 122
2019
Q2 		$377K Buy
7,394
+1,168
+19% +$57.2K 0.15% 147
2019
Q1 		$292K Buy
6,226
+101
+2% +$4.72K 0.16% 159
2018
Q4 		$290K Buy
+6,125
New +$293K 0.19% 139

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

Stratos Wealth Advisors's KO Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Coca-Cola (KO) stake by 2.7% in Q1 2026, buying an estimated $51K and bringing the position to 26,075 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #173.

Stratos Wealth Advisors first reported a position in KO in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.15M in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Stratos Wealth Advisors held 26,075 shares of Coca-Cola worth $1.98M as of Q1 2026.
  • Stratos Wealth Advisors bought 674 Coca-Cola shares in Q1 2026, an estimated $51K.
  • Coca-Cola made up 0.12% of Stratos Wealth Advisors's portfolio in Q1 2026, its #173 holding.
  • Stratos Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Coca-Cola position peaked at $6.15M in Q4 2023.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.