U.S. Capital Wealth Advisors’s Coca-Cola KO Stock Holding History

U.S. Capital 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	$17.3M	Buy	227,838 +7,084	+3%	+$536K	0.44%	48
2025 Q4	$15.4M	Buy	220,754 +10,802	+5%	+$753K	0.4%	57
2025 Q3	$13.9M	Buy	209,952 +2,077	+1%	+$143K	0.37%	59
2025 Q2	$14.7M	Buy	207,875 +11,418	+6%	+$813K	0.43%	53
2025 Q1	$14.1M	Buy	196,457 +11,476	+6%	+$766K	0.43%	52
2024 Q4	$11.5M	Buy	184,981 +9,492	+5%	+$620K	0.36%	58
2024 Q3	$12.6M	Sell	175,489 -10,860	-6%	-$744K	0.44%	55
2024 Q2	$11.9M	Buy	186,349 +2,974	+2%	+$184K	0.45%	52
2024 Q1	$11.2M	Buy	183,375 +2,100	+1%	+$126K	0.43%	52
2023 Q4	$10.7M	Buy	181,275 +11,498	+7%	+$653K	0.42%	54
2023 Q3	$9.5M	Buy	169,777 +4,633	+3%	+$278K	0.43%	50
2023 Q2	$9.94M	Sell	165,144 -1,239	-0.7%	-$77.1K	0.47%	43
2023 Q1	$10.3M	Buy	166,383 +12,943	+8%	+$784K	0.48%	42
2022 Q4	$9.76M	Buy	153,440 +1,819	+1%	+$110K	0.45%	39
2022 Q3	$8.49M	Buy	151,621 +1,842	+1%	+$114K	0.43%	40
2022 Q2	$9.42M	Sell	149,779 -3,597	-2%	-$228K	0.41%	49
2022 Q1	$9.51M	Sell	153,376 -131,112	-46%	-$7.97M	0.35%	56
2021 Q4	$16.8M	Buy	284,488 +3,614	+1%	+$201K	0.67%	24
2021 Q3	$14.7M	Buy	+280,874	New	+$15.7M	0.64%	31

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

U.S. Capital Wealth Advisors's KO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Coca-Cola (KO) stake by 3.2% in Q1 2026, buying an estimated $536K and bringing the position to 227,838 shares worth $17.3M. The position accounts for 0.44% of the portfolio, ranked #48.

U.S. Capital Wealth Advisors first reported a position in KO in Q3 2021 and has held it in 19 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

U.S. Capital Wealth Advisors held 227,838 shares of Coca-Cola worth $17.3M as of Q1 2026.
U.S. Capital Wealth Advisors bought 7,084 Coca-Cola shares in Q1 2026, an estimated $536K.
Coca-Cola made up 0.44% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #48 holding.
U.S. Capital Wealth Advisors first reported a position in Coca-Cola in Q3 2021 and has held it in 19 quarters since.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.