UAG
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United Advisor Group’s Coca-Cola KO Stock Holding History

United Advisor Group’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 		$1.8M Buy
22,090
+1,826
+9% +$144K 0.19% 138
2026
Q1 		$1.54M Buy
20,264
+136
+0.7% +$10.3K 0.19% 133
2025
Q4 		$1.41M Buy
20,128
+4,086
+25% +$285K 0.18% 139
2025
Q3 		$1.07M Buy
16,042
+4,687
+41% +$323K 0.14% 158
2025
Q2 		$805K Buy
11,355
+576
+5% +$41K 0.14% 155
2025
Q1 		$774K Sell
10,779
-2,587
-19% -$173K 0.16% 141
2024
Q4 		$832K Buy
13,366
+3,717
+39% +$243K 0.16% 141
2024
Q3 		$693K Buy
9,649
+2,544
+36% +$174K 0.16% 141
2024
Q2 		$452K Buy
7,105
+1,359
+24% +$84.1K 0.14% 142
2024
Q1 		$352K Buy
+5,746
New +$345K 0.13% 147

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Advisor Group's KO Position: Q2 2026 in Review

United Advisor Group increased its Coca-Cola (KO) stake by 9% in Q2 2026, buying an estimated $144K and bringing the position to 22,090 shares worth $1.8M. The position accounts for 0.19% of the portfolio, ranked #138.

United Advisor Group first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • United Advisor Group held 22,090 shares of Coca-Cola worth $1.8M as of Q2 2026.
  • United Advisor Group bought 1,826 Coca-Cola shares in Q2 2026, an estimated $144K.
  • Coca-Cola made up 0.19% of United Advisor Group's portfolio in Q2 2026, its #138 holding.
  • United Advisor Group first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.