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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
Q2 		$87.6K Buy
1,078
+5
+0.5% +$395 0.03% 48
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Your Advocates Ltd's KO Position: Q2 2026 in Review

Your Advocates Ltd increased its Coca-Cola (KO) stake by 0.47% in Q2 2026, buying an estimated $395 and bringing the position to 1,078 shares worth $87.6K. The position accounts for 0.03% of the portfolio, ranked #48.

Your Advocates Ltd first reported a position in KO in Q1 2020 and has held it in 26 quarters since. The position peaked at $140K in Q2 2022. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Your Advocates Ltd held 1,078 shares of Coca-Cola worth $87.6K as of Q2 2026.
  • Your Advocates Ltd bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
  • Coca-Cola made up 0.03% of Your Advocates Ltd's portfolio in Q2 2026, its #48 holding.
  • Your Advocates Ltd first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • Your Advocates Ltd's Coca-Cola position peaked at $140K in Q2 2022.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.