Valmark Advisers’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.88M | Sell |
37,828
-1,317
| -3% | -$99.6K | 0.03% | 198 |
|
|
2025
Q4 | $2.74M | Buy |
39,145
+97
| +0.2% | +$6.76K | 0.03% | 199 |
|
|
2025
Q3 | $2.59M | Buy |
39,048
+421
| +1% | +$29K | 0.03% | 195 |
|
|
2025
Q2 | $2.73M | Sell |
38,627
-385
| -1% | -$27.4K | 0.04% | 178 |
|
|
2025
Q1 | $2.79M | Sell |
39,012
-2,242
| -5% | -$150K | 0.04% | 160 |
|
|
2024
Q4 | $2.57M | Buy |
41,254
+1,928
| +5% | +$126K | 0.04% | 172 |
|
|
2024
Q3 | $2.83M | Buy |
39,326
+839
| +2% | +$57.5K | 0.04% | 149 |
|
|
2024
Q2 | $2.45M | Buy |
38,487
+696
| +2% | +$43.1K | 0.04% | 156 |
|
|
2024
Q1 | $2.31M | Buy |
37,791
+731
| +2% | +$43.9K | 0.04% | 154 |
|
|
2023
Q4 | $2.18M | Buy |
37,060
+18,402
| +99% | +$1.05M | 0.04% | 155 |
|
|
2023
Q3 | $1.04M | Buy |
18,658
+2,300
| +14% | +$138K | 0.02% | 220 |
|
|
2023
Q2 | $985K | Sell |
16,358
-2,494
| -13% | -$155K | 0.02% | 232 |
|
|
2023
Q1 | $1.17M | Buy |
18,852
+2,520
| +15% | +$153K | 0.03% | 202 |
|
|
2022
Q4 | $1.04M | Buy |
16,332
+1,225
| +8% | +$74K | 0.02% | 206 |
|
|
2022
Q3 | $846K | Buy |
15,107
+810
| +6% | +$50.3K | 0.02% | 208 |
|
|
2022
Q2 | $899K | Buy |
14,297
+2,483
| +21% | +$157K | 0.02% | 203 |
|
|
2022
Q1 | $732K | Sell |
11,814
-13
| -0.1% | -$791 | 0.01% | 249 |
|
|
2021
Q4 | $700K | Buy |
11,827
+737
| +7% | +$41K | 0.01% | 244 |
|
|
2021
Q3 | $582K | Sell |
11,090
-414
| -4% | -$23.1K | 0.01% | 258 |
|
|
2021
Q2 | $622K | Sell |
11,504
-52
| -0.4% | -$2.83K | 0.01% | 261 |
|
|
2021
Q1 | $609K | Buy |
11,556
+506
| +5% | +$25.5K | 0.01% | 246 |
|
|
2020
Q4 | $606K | Buy |
11,050
+1,113
| +11% | +$57.5K | 0.01% | 233 |
|
|
2020
Q3 | $491K | Buy |
9,937
+4,105
| +70% | +$197K | 0.01% | 183 |
|
|
2020
Q2 | $261K | Buy |
5,832
+446
| +8% | +$20.5K | 0.01% | 231 |
|
|
2020
Q1 | $238K | Buy |
5,386
+85
| +2% | +$4.59K | 0.01% | 207 |
|
|
2019
Q4 | $293K | Sell |
5,301
-821
| -13% | -$44.1K | 0.01% | 200 |
|
|
2019
Q3 | $333K | Buy |
6,122
+435
| +8% | +$23.3K | 0.01% | 179 |
|
|
2019
Q2 | $290K | Sell |
5,687
-109
| -2% | -$5.34K | 0.01% | 185 |
|
|
2019
Q1 | $272K | Sell |
5,796
-162
| -3% | -$7.58K | 0.01% | 189 |
|
|
2018
Q4 | $282K | Buy |
5,958
+760
| +15% | +$36.4K | 0.01% | 169 |
|
|
2018
Q3 | $240K | Buy |
5,198
+400
| +8% | +$18.3K | 0.01% | 176 |
|
|
2018
Q2 | $210K | Buy |
4,798
+104
| +2% | +$4.49K | ﹤0.01% | 182 |
|
|
2018
Q1 | $204K | Sell |
4,694
-122
| -3% | -$5.48K | ﹤0.01% | 185 |
|
|
2017
Q4 | $221K | Buy |
+4,816
| New | +$221K | ﹤0.01% | 175 |
|
Other funds holding KO
VCM
VPM
Valmark Advisers's KO Position: Q1 2026 in Review
Valmark Advisers reduced its Coca-Cola (KO) stake by 3.4% in Q1 2026, selling an estimated $99.6K and leaving 37,828 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #198.
Valmark Advisers first reported a position in KO in Q4 2017 and has held it in 34 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Valmark Advisers held 37,828 shares of Coca-Cola worth $2.88M as of Q1 2026.
- Valmark Advisers sold 1,317 Coca-Cola shares in Q1 2026, an estimated $99.6K.
- Coca-Cola made up 0.03% of Valmark Advisers's portfolio in Q1 2026, its #198 holding.
- Valmark Advisers first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.