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Your Advocates Ltd’s Coca-Cola KO Stock Holding History

Your Advocates Ltd’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 		$81.6K Hold
1,073
– – 0.02% 48
2025
Q4 		$75K Buy
1,073
+721
+205% +$50.3K 0.02% 47
2025
Q3 		$23.3K Hold
352
– – 0.01% 93
2025
Q2 		$24.9K Hold
352
– – 0.01% 81
2025
Q1 		$25.2K Sell
352
-250
-42% -$16.7K 0.01% 81
2024
Q4 		$37.5K Buy
602
+4
+0.7% +$261 0.01% 60
2024
Q3 		$43K Hold
598
– – 0.02% 61
2024
Q2 		$38.1K Sell
598
-250
-29% -$15.5K 0.02% 69
2024
Q1 		$51.9K Sell
848
-150
-15% -$9.01K 0.02% 56
2023
Q4 		$58.8K Hold
998
– – 0.02% 48
2023
Q3 		$55.9K Hold
998
– – 0.03% 53
2023
Q2 		$60.1K Buy
998
+650
+187% +$40.4K 0.03% 52
2023
Q1 		$21.6K Sell
348
-311
-47% -$18.8K 0.01% 69
2022
Q4 		$41.9K Sell
659
-395
-37% -$23.8K 0.02% 52
2022
Q3 		$59K Sell
1,054
-1,179
-53% -$73.3K 0.04% 45
2022
Q2 		$140K Buy
2,233
+1,975
+766% +$125K 0.08% 31
2022
Q1 		$16K Hold
258
– – 0.01% 85
2021
Q4 		$15K Hold
258
– – 0.01% 74
2021
Q3 		$14K Hold
258
– – 0.01% 77
2021
Q2 		$14K Sell
258
-276
-52% -$15K 0.01% 75
2021
Q1 		$28K Hold
534
– – 0.02% 50
2020
Q4 		$29K Hold
534
– – 0.02% 48
2020
Q3 		$26K Buy
534
+205
+62% +$9.86K 0.02% 50
2020
Q2 		$15K Hold
329
– – 0.01% 69
2020
Q1 		$15K Buy
+329
New +$17.8K 0.01% 59

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

Your Advocates Ltd's KO Position: Q1 2026 in Review

Your Advocates Ltd held its Coca-Cola (KO) position steady in Q1 2026 at 1,073 shares worth $81.6K. The position accounts for 0.02% of the portfolio, ranked #48.

Your Advocates Ltd first reported a position in KO in Q1 2020 and has held it in 25 quarters since. The position peaked at $140K in Q2 2022. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Your Advocates Ltd held 1,073 shares of Coca-Cola worth $81.6K as of Q1 2026.
  • Your Advocates Ltd left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.02% of Your Advocates Ltd's portfolio in Q1 2026, its #48 holding.
  • Your Advocates Ltd first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • Your Advocates Ltd's Coca-Cola position peaked at $140K in Q2 2022.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.