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
2021 Q3	–	Sell	-26,400	Closed	-$1.43M	–	1222
2021 Q2	$1.43M	Sell	26,400 -10,000	-27%	-$544K	0.01%	615
2021 Q1	$1.92M	Hold	36,400	–	–	0.01%	516
2020 Q4	$2M	Sell	36,400 -600	-2%	-$31K	0.01%	506
2020 Q3	$1.83M	Buy	37,000 +36,630	+9,900%	+$1.76M	0.01%	524
2020 Q2	$1.65M	Buy	370 +100	+37%	+$4.61K	0.01%	556
2020 Q1	$1.2M	Sell	270 -300	-53%	-$16.2K	0.01%	590
2019 Q4	$3.15M	Buy	570 +100	+21%	+$5.38K	0.02%	508
2019 Q3	$2.56M	Buy	+470	New	+$25.2K	0.02%	536
2019 Q2	–	Sell	-57,000	Closed	-$2.67M	–	1485
2019 Q1	$2.67M	Buy	+57,000	New	+$2.67M	0.02%	528

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 3,562 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.
3,562 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.