UCFA
KO icon

United Capital Financial Advisors’s Coca-Cola KO Stock Holding History

United Capital Financial 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 		$12.7M Buy
166,947
+1,903
+1% +$144K 0.08% 204
2025
Q4 		$11.5M Buy
165,044
+17,021
+11% +$1.19M 0.07% 216
2025
Q3 		$9.82M Sell
148,023
-3,167
-2% -$218K 0.07% 214
2025
Q2 		$10.7M Buy
151,190
+3,113
+2% +$222K 0.09% 183
2025
Q1 		$10.6M Buy
148,077
+530
+0.4% +$35.4K 0.09% 171
2024
Q4 		$9.19M Sell
147,547
-3,177
-2% -$207K 0.08% 186
2024
Q3 		$10.8M Buy
150,724
+4,041
+3% +$277K 0.09% 174
2024
Q2 		$9.34M Buy
146,683
+6,140
+4% +$380K 0.08% 180
2024
Q1 		$8.6M Sell
140,543
-2,429
-2% -$146K 0.07% 198
2023
Q4 		$8.43M Sell
142,972
-2,255
-2% -$128K 0.07% 216
2023
Q3 		$8.13M Sell
145,227
-8,579
-6% -$515K 0.05% 247
2023
Q2 		$9.26M Sell
153,806
-9,289
-6% -$578K 0.05% 246
2023
Q1 		$10.1M Sell
163,095
-127,898
-44% -$7.74M 0.06% 236
2022
Q4 		$18.5M Sell
290,993
-25,482
-8% -$1.54M 0.1% 180
2022
Q3 		$17.7M Sell
316,475
-20,296
-6% -$1.26M 0.1% 178
2022
Q2 		$21.2M Buy
336,771
+63,209
+23% +$4.01M 0.12% 171
2022
Q1 		$17M Sell
273,562
-21,214
-7% -$1.29M 0.08% 208
2021
Q4 		$17.5M Sell
294,776
-2,536
-0.9% -$141K 0.08% 216
2021
Q3 		$15.6M Sell
297,312
-5,366
-2% -$299K 0.08% 217
2021
Q2 		$16.4M Sell
302,678
-15,520
-5% -$844K 0.08% 213
2021
Q1 		$16.8M Buy
318,198
+12,822
+4% +$645K 0.09% 203
2020
Q4 		$16.7M Sell
305,376
-4,863
-2% -$251K 0.1% 197
2020
Q3 		$15.3M Buy
310,239
+10,980
+4% +$528K 0.1% 197
2020
Q2 		$13.4M Sell
299,259
-32,193
-10% -$1.48M 0.1% 208
2020
Q1 		$14.7M Sell
331,452
-50,828
-13% -$2.75M 0.12% 187
2019
Q4 		$21.2M Buy
382,280
+38,568
+11% +$2.07M 0.14% 181
2019
Q3 		$18.7M Sell
343,712
-78,367
-19% -$4.2M 0.13% 188
2019
Q2 		$21.5M Buy
422,079
+26,893
+7% +$1.32M 0.14% 153
2019
Q1 		$18.5M Sell
395,186
-333,163
-46% -$15.6M 0.13% 174
2018
Q4 		$34.4M Buy
728,349
+69,880
+11% +$3.34M 0.27% 83
2018
Q3 		$30.4M Sell
658,469
-1,216
-0.2% -$55.6K 0.21% 104
2018
Q2 		$28.9M Sell
659,685
-7,203
-1% -$311K 0.22% 111
2018
Q1 		$29M Buy
666,888
+56,573
+9% +$2.54M 0.22% 105
2017
Q4 		$27.9M Buy
610,315
+33,306
+6% +$1.53M 0.22% 106
2017
Q3 		$26M Buy
577,009
+25,912
+5% +$1.18M 0.22% 106
2017
Q2 		$24.7M Buy
551,097
+21,415
+4% +$946K 0.22% 105
2017
Q1 		$22.5M Buy
529,682
+42,639
+9% +$1.78M 0.21% 106
2016
Q4 		$20.2M Buy
487,043
+49,168
+11% +$2.05M 0.2% 107
2016
Q3 		$18.5M Buy
437,875
+43,214
+11% +$1.89M 0.18% 131
2016
Q2 		$17.8M Buy
394,661
+40,635
+11% +$1.84M 0.18% 123
2016
Q1 		$16.4M Buy
354,026
+29,268
+9% +$1.27M 0.18% 121
2015
Q4 		$14M Sell
324,758
-758
-0.2% -$32.2K 0.16% 139
2015
Q3 		$13.1M Buy
325,516
+2,352
+0.7% +$94.2K 0.16% 141
2015
Q2 		$12.7M Buy
323,164
+5,914
+2% +$241K 0.15% 164
2015
Q1 		$12.9M Sell
317,250
-3,049
-1% -$128K 0.16% 155
2014
Q4 		$13.5M Buy
320,299
+38,013
+13% +$1.62M 0.2% 127
2014
Q3 		$12M Sell
282,286
-4,932
-2% -$204K 0.21% 123
2014
Q2 		$12.2M Sell
287,218
-17,473
-6% -$709K 0.23% 111
2014
Q1 		$11.8M Buy
304,691
+143,948
+90% +$5.56M 0.25% 92
2013
Q4 		$6.64M Buy
160,743
+51,952
+48% +$2.05M 0.23% 119
2013
Q3 		$4.12M Sell
108,791
-135,241
-55% -$5.35M 0.13% 167
2013
Q2 		$9.79M Buy
+244,032
New +$10.1M 0.26% 104

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 Capital Financial Advisors's KO Position: Q1 2026 in Review

United Capital Financial Advisors increased its Coca-Cola (KO) stake by 1.2% in Q1 2026, buying an estimated $144K and bringing the position to 166,947 shares worth $12.7M. The position accounts for 0.08% of the portfolio, ranked #204.

United Capital Financial Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.4M in Q4 2018. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • United Capital Financial Advisors held 166,947 shares of Coca-Cola worth $12.7M as of Q1 2026.
  • United Capital Financial Advisors bought 1,903 Coca-Cola shares in Q1 2026, an estimated $144K.
  • Coca-Cola made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #204 holding.
  • United Capital Financial Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Coca-Cola position peaked at $34.4M in Q4 2018.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.