Winning Points Advisors’s Coca-Cola KO Stock Holding History

Winning Points 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	$472K	Hold	5,918	–	–	0.63%	29
2025 Q4	$414K	Buy	+5,918	New	+$413K	0.44%	31
2022 Q1	–	Sell	-4,917	Closed	-$250K	–	72
2021 Q4	$250K	Buy	+4,917	New	+$274K	0.18%	63
2020 Q1	–	Sell	-4,917	Closed	-$272K	–	70
2019 Q4	$272K	Hold	4,917	–	–	0.17%	61
2019 Q3	$267K	Hold	4,917	–	–	0.19%	60
2019 Q2	$250K	Buy	4,917 +10	+0.2%	+$490	0.18%	63
2019 Q1	$230K	Hold	4,907	–	–	0.18%	64
2018 Q4	$230K	Hold	4,907	–	–	0.2%	63
2018 Q3	$227K	Hold	4,907	–	–	0.17%	67
2018 Q2	$215K	Hold	4,907	–	–	0.17%	65
2018 Q1	$210K	Buy	4,907 +35	+0.7%	+$1.57K	0.17%	68
2017 Q4	$224K	Hold	4,872	–	–	0.18%	66
2017 Q3	$219K	Hold	4,872	–	–	0.19%	64
2017 Q2	$218K	Buy	+4,872	New	+$215K	0.21%	64

Other funds holding KO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Winning Points Advisors's KO Position: Q1 2026 in Review

Winning Points Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 5,918 shares worth $472K. The position accounts for 0.63% of the portfolio, ranked #29.

Winning Points Advisors first reported a position in KO in Q2 2017 and has held it in 14 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Winning Points Advisors held 5,918 shares of Coca-Cola worth $472K as of Q1 2026.
Winning Points Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.63% of Winning Points Advisors's portfolio in Q1 2026, its #29 holding.
Winning Points Advisors first reported a position in Coca-Cola in Q2 2017 and has held it in 14 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Winning Points Advisors's 13F filing for Q1 2026, filed 30 Jun 2026.