UCFA
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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
2019
Q2 		– Sell
-7,000
Closed -$328K – 1484
2019
Q1 		$328K Buy
+7,000
New +$327K ﹤0.01% 1097

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 3,563 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.
  • 3,563 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.