WAL
KO icon

W Advisors LLC’s Coca-Cola KO Stock Holding History

W Advisors LLC’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 		$1.66M Sell
21,874
-19
-0.1% -$1.44K 0.85% 30
2025
Q4 		$1.53M Sell
21,893
-19
-0.1% -$1.32K 0.77% 31
2025
Q3 		$1.45M Buy
21,912
+81
+0.4% +$5.58K 0.77% 32
2025
Q2 		$1.54M Sell
21,831
-100
-0.5% -$7.12K 0.89% 27
2025
Q1 		$1.57M Buy
21,931
+153
+0.7% +$10.2K 0.98% 24
2024
Q4 		$1.36M Sell
21,778
-5
-0% -$326 0.84% 27
2024
Q3 		$1.57M Buy
21,783
+92
+0.4% +$6.3K 0.96% 26
2024
Q2 		$1.38M Buy
21,691
+53
+0.2% +$3.28K 0.91% 27
2024
Q1 		$1.32M Buy
21,638
+60
+0.3% +$3.6K 0.91% 28
2023
Q4 		$1.27M Buy
21,578
+447
+2% +$25.4K 0.94% 27
2023
Q3 		$1.18M Sell
21,131
-423
-2% -$25.4K 0.97% 26
2023
Q2 		$1.3M Hold
21,554
– – 1.02% 26
2023
Q1 		$1.34M Sell
21,554
-40
-0.2% -$2.42K 1.1% 25
2022
Q4 		$1.37M Sell
21,594
-297
-1% -$17.9K 1.14% 23
2022
Q3 		$1.23M Sell
21,891
-4
-0% -$249 1.14% 25
2022
Q2 		$1.38M Buy
21,895
+49
+0.2% +$3.11K 1.19% 22
2022
Q1 		$1.35M Buy
21,846
+555
+3% +$33.8K 1.02% 29
2021
Q4 		$1.26M Buy
+21,291
New +$1.19M 0.94% 27

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

W Advisors LLC's KO Position: Q1 2026 in Review

W Advisors LLC reduced its Coca-Cola (KO) stake by 0.09% in Q1 2026, selling an estimated $1.44K and leaving 21,874 shares worth $1.66M. The position accounts for 0.85% of the portfolio, ranked #30.

W Advisors LLC first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • W Advisors LLC held 21,874 shares of Coca-Cola worth $1.66M as of Q1 2026.
  • W Advisors LLC sold 19 Coca-Cola shares in Q1 2026, an estimated $1.44K.
  • Coca-Cola made up 0.85% of W Advisors LLC's portfolio in Q1 2026, its #30 holding.
  • W Advisors LLC first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.