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
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 $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

United Advisor Group's KO Position: Q1 2026 in Review

United Advisor Group increased its Coca-Cola (KO) stake by 0.68% in Q1 2026, buying an estimated $10.3K and bringing the position to 20,264 shares worth $1.54M. The position accounts for 0.19% of the portfolio, ranked #133.

United Advisor Group first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • United Advisor Group held 20,264 shares of Coca-Cola worth $1.54M as of Q1 2026.
  • United Advisor Group bought 136 Coca-Cola shares in Q1 2026, an estimated $10.3K.
  • Coca-Cola made up 0.19% of United Advisor Group's portfolio in Q1 2026, its #133 holding.
  • United Advisor Group first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.