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

Stratos Wealth Partners’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	$9.41M	Buy	123,708 +2,043	+2%	+$154K	0.11%	202
2025 Q4	$8.51M	Sell	121,665 -8,047	-6%	-$561K	0.1%	221
2025 Q3	$8.6M	Buy	129,712 +11,734	+10%	+$808K	0.1%	208
2025 Q2	$8.35M	Sell	117,978 -4,030	-3%	-$287K	0.11%	190
2025 Q1	$8.74M	Sell	122,008 -10,581	-8%	-$707K	0.13%	156
2024 Q4	$8.26M	Sell	132,589 -884	-0.7%	-$57.7K	0.12%	176
2024 Q3	$9.59M	Buy	133,473 +9,277	+7%	+$635K	0.14%	154
2024 Q2	$7.91M	Buy	124,196 +1,202	+1%	+$74.4K	0.13%	164
2024 Q1	$7.52M	Sell	122,994 -1,607	-1%	-$96.5K	0.12%	174
2023 Q4	$7.34M	Buy	124,601 +9,050	+8%	+$514K	0.14%	163
2023 Q3	$6.47M	Buy	115,551 +4,883	+4%	+$293K	0.14%	164
2023 Q2	$6.66M	Buy	110,668 +7,734	+8%	+$481K	0.15%	155
2023 Q1	$6.38M	Sell	102,934 -14,277	-12%	-$864K	0.17%	124
2022 Q4	$7.46M	Buy	117,211 +11,532	+11%	+$696K	0.19%	115
2022 Q3	$5.92M	Buy	105,679 +1,746	+2%	+$109K	0.17%	130
2022 Q2	$6.54M	Sell	103,933 -438	-0.4%	-$27.8K	0.16%	133
2022 Q1	$6.47M	Sell	104,371 -3,882	-4%	-$236K	0.14%	148
2021 Q4	$6.41M	Buy	108,253 +4,365	+4%	+$243K	0.14%	155
2021 Q3	$5.45M	Buy	103,888 +1,821	+2%	+$102K	0.14%	167
2021 Q2	$5.52M	Buy	102,067 +3,382	+3%	+$184K	0.14%	166
2021 Q1	$5.2M	Sell	98,685 -21,762	-18%	-$1.1M	0.14%	155
2020 Q4	$6.61M	Buy	120,447 +14,596	+14%	+$755K	0.2%	118
2020 Q3	$5.23M	Sell	105,851 -12,171	-10%	-$585K	0.17%	141
2020 Q2	$5.27M	Sell	118,022 -6,666	-5%	-$307K	0.19%	127
2020 Q1	$5.52M	Buy	124,688 +45,543	+58%	+$2.46M	0.25%	88
2019 Q4	$4.38M	Buy	79,145 +3,784	+5%	+$203K	0.17%	132
2019 Q3	$4.1M	Buy	75,361 +1,339	+2%	+$71.7K	0.18%	129
2019 Q2	$3.77M	Buy	74,022 +5,781	+8%	+$283K	0.16%	138
2019 Q1	$3.2M	Buy	68,241 +4,325	+7%	+$202K	0.14%	161
2018 Q4	$3.03M	Sell	63,916 -2,527	-4%	-$121K	0.16%	149
2018 Q3	$3.07M	Sell	66,443 -6,082	-8%	-$278K	0.14%	154
2018 Q2	$3.18M	Sell	72,525 -3,974	-5%	-$172K	0.14%	160
2018 Q1	$3.32M	Sell	76,499 -2,066	-3%	-$92.8K	0.14%	151
2017 Q4	$3.6M	Buy	78,565 +7,374	+10%	+$339K	0.16%	133
2017 Q3	$3.2M	Sell	71,191 -373	-0.5%	-$17K	0.15%	146
2017 Q2	$3.21M	Buy	71,564 +5,049	+8%	+$223K	0.17%	138
2017 Q1	$2.82M	Buy	66,515 +7,054	+12%	+$294K	0.16%	133
2016 Q4	$2.46M	Buy	59,461 +1,881	+3%	+$78.3K	0.15%	136
2016 Q3	$2.44M	Sell	57,580 -3,122	-5%	-$137K	0.16%	127
2016 Q2	$2.75M	Buy	60,702 +8,131	+15%	+$367K	0.2%	100
2016 Q1	$2.44M	Buy	52,571 +8,668	+20%	+$377K	0.21%	89
2015 Q4	$1.89M	Buy	43,903 +7,466	+20%	+$317K	0.16%	115
2015 Q3	$1.46M	Buy	36,437 +3,160	+9%	+$127K	0.18%	104
2015 Q2	$1.3M	Sell	33,277 -11,086	-25%	-$451K	0.17%	127
2015 Q1	$1.79M	Sell	44,363 -2,575	-5%	-$108K	0.21%	101
2014 Q4	$1.98M	Buy	46,938 +2,982	+7%	+$127K	0.36%	70
2014 Q3	$1.88M	Buy	43,956 +1,374	+3%	+$56.8K	0.44%	54
2014 Q2	$1.79M	Buy	+42,582	New	+$1.73M	0.6%	46

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Stratos Wealth Partners increased its Coca-Cola (KO) stake by 1.7% in Q1 2026, buying an estimated $154K and bringing the position to 123,708 shares worth $9.41M. The position accounts for 0.11% of the portfolio, ranked #202.

Stratos Wealth Partners first reported a position in KO in Q2 2014 and has held it in 48 quarters since. The position peaked at $9.59M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Stratos Wealth Partners held 123,708 shares of Coca-Cola worth $9.41M as of Q1 2026.
Stratos Wealth Partners bought 2,043 Coca-Cola shares in Q1 2026, an estimated $154K.
Coca-Cola made up 0.11% of Stratos Wealth Partners's portfolio in Q1 2026, its #202 holding.
Stratos Wealth Partners first reported a position in Coca-Cola in Q2 2014 and has held it in 48 quarters since.
Stratos Wealth Partners's Coca-Cola position peaked at $9.59M in Q3 2024.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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