4A
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4Wealth Advisors’s Coca-Cola KO Stock Holding History

4Wealth 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
Q2 		$244K Buy
2,948
+17
+0.6% +$1.34K 0.19% 131
2026
Q1 		$224K Sell
2,931
-17
-0.6% -$1.28K 0.19% 128
2025
Q4 		$206K Buy
+2,948
New +$206K 0.18% 138
2025
Q3 		– Sell
-2,880
Closed -$204K – 140
2025
Q2 		$204K Buy
2,880
+4
+0.1% +$285 0.21% 124
2025
Q1 		$206K Sell
2,876
-1,452
-34% -$97K 0.22% 119
2024
Q4 		$269K Buy
+4,328
New +$283K 0.27% 122

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

4Wealth Advisors's KO Position: Q2 2026 in Review

4Wealth Advisors increased its Coca-Cola (KO) stake by 0.58% in Q2 2026, buying an estimated $1.34K and bringing the position to 2,948 shares worth $244K. The position accounts for 0.19% of the portfolio, ranked #131.

4Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q4 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • 4Wealth Advisors held 2,948 shares of Coca-Cola worth $244K as of Q2 2026.
  • 4Wealth Advisors bought 17 Coca-Cola shares in Q2 2026, an estimated $1.34K.
  • Coca-Cola made up 0.19% of 4Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • 4Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 4Wealth Advisors's Coca-Cola position peaked at $269K in Q4 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.