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World Investment Advisors’s Coca-Cola KO Stock Holding History

World 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 		$13M Sell
171,523
-17,118
-9% -$1.29M 0.21% 104
2025
Q4 		$13.2M Buy
188,641
+16,885
+10% +$1.18M 0.21% 101
2025
Q3 		$11.4M Buy
171,756
+4,126
+2% +$284K 0.23% 93
2025
Q2 		$11.9M Buy
167,630
+93,373
+126% +$6.65M 0.27% 77
2025
Q1 		$5.32M Buy
74,257
+9,460
+15% +$632K 0.14% 177
2024
Q4 		$4.03M Buy
64,797
+10,137
+19% +$662K 0.11% 205
2024
Q3 		$3.93M Buy
54,660
+16,343
+43% +$1.12M 0.12% 188
2024
Q2 		$2.44M Buy
38,317
+34,035
+795% +$2.11M 0.15% 145
2024
Q1 		$338K Sell
4,282
-6,466
-60% -$388K 0.05% 286
2023
Q4 		$633K Buy
10,748
+3,269
+44% +$186K 0.08% 196
2023
Q3 		$422K Buy
7,479
+706
+10% +$42.3K 0.08% 158
2023
Q2 		$411K Buy
6,773
+1,760
+35% +$109K 0.08% 153
2023
Q1 		$313K Buy
5,013
+101
+2% +$6.12K 0.07% 177
2022
Q4 		$312K Buy
4,912
+192
+4% +$11.6K 0.07% 172
2022
Q3 		$266K Hold
4,720
– – 0.06% 195
2022
Q2 		$302K Buy
+4,720
New +$299K 0.06% 193
2019
Q1 		– Sell
-4,293
Closed -$213K – 141
2018
Q4 		$213K Buy
+4,293
New +$205K 0.1% 140

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

World Investment Advisors's KO Position: Q1 2026 in Review

World Investment Advisors reduced its Coca-Cola (KO) stake by 9.1% in Q1 2026, selling an estimated $1.29M and leaving 171,523 shares worth $13M. The position accounts for 0.21% of the portfolio, ranked #104.

World Investment Advisors first reported a position in KO in Q4 2018 and has held it in 17 quarters since. The position peaked at $13.2M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • World Investment Advisors held 171,523 shares of Coca-Cola worth $13M as of Q1 2026.
  • World Investment Advisors sold 17,118 Coca-Cola shares in Q1 2026, an estimated $1.29M.
  • Coca-Cola made up 0.21% of World Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • World Investment Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 17 quarters since.
  • World Investment Advisors's Coca-Cola position peaked at $13.2M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.