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A4 Wealth Advisors’s Coca-Cola KO Stock Holding History

A4 Wealth 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 		– Sell
-3,927
Closed -$299K – 103
2026
Q1 		$299K Sell
3,927
-1,553
-28% -$117K 0.24% 64
2025
Q4 		$383K Sell
5,480
-2,905
-35% -$203K 0.33% 61
2025
Q3 		$556K Buy
+8,385
New +$577K 0.47% 59

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

A4 Wealth Advisors's KO Position: Q2 2026 in Review

A4 Wealth Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 3,927 shares — an estimated $299K sold.

A4 Wealth Advisors first reported a position in KO in Q3 2025 and held it in 3 quarters. The position peaked at $556K in Q3 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • A4 Wealth Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 3,927 Coca-Cola shares in Q2 2026, an estimated $299K.
  • A4 Wealth Advisors first reported a position in Coca-Cola in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's Coca-Cola position peaked at $556K in Q3 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.