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UP Strategic Wealth Investment Advisors’s Coca-Cola KO Stock Holding History

UP Strategic Wealth Investment 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 		$470K Buy
5,991
+223
+4% +$16.9K 0.3% 53
2025
Q4 		$456K Buy
5,768
+113
+2% +$7.88K 0.33% 51
2025
Q3 		$379K Sell
5,655
-1,116
-16% -$76.8K 0.28% 54
2025
Q2 		$479K Buy
6,771
+30
+0.4% +$2.14K 0.37% 44
2025
Q1 		$483K Hold
6,741
– – 0.43% 44
2024
Q4 		$420K Buy
6,741
+1,571
+30% +$103K 0.42% 43
2024
Q3 		$372K Buy
5,170
+1,797
+53% +$123K 0.42% 44
2024
Q2 		$215K Buy
+3,373
New +$209K 0.33% 57

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

UP Strategic Wealth Investment Advisors's KO Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Coca-Cola (KO) stake by 3.9% in Q1 2026, buying an estimated $16.9K and bringing the position to 5,991 shares worth $470K. The position accounts for 0.3% of the portfolio, ranked #53.

UP Strategic Wealth Investment Advisors first reported a position in KO in Q2 2024 and has held it in 8 quarters since. The position peaked at $483K in Q1 2025. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 5,991 shares of Coca-Cola worth $470K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 223 Coca-Cola shares in Q1 2026, an estimated $16.9K.
  • Coca-Cola made up 0.3% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #53 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • UP Strategic Wealth Investment Advisors's Coca-Cola position peaked at $483K in Q1 2025.
  • 3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.