AWC
KO icon

Adamsbrown Wealth Consultants’s Coca-Cola KO Stock Holding History

Adamsbrown Wealth Consultants’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 		$397K Sell
4,888
-73
-1% -$5.76K 0.07% 102
2026
Q1 		$377K Sell
4,961
-124
-2% -$9.37K 0.1% 88
2025
Q4 		$355K Buy
5,085
+108
+2% +$7.53K 0.1% 87
2025
Q3 		$330K Sell
4,977
-103
-2% -$7.09K 0.09% 85
2025
Q2 		$359K Buy
5,080
+412
+9% +$29.3K 0.1% 68
2025
Q1 		$334K Sell
4,668
-323
-6% -$21.6K 0.11% 67
2024
Q4 		$311K Buy
4,991
+32
+0.6% +$2.09K 0.11% 72
2024
Q3 		$356K Buy
4,959
+317
+7% +$21.7K 0.12% 56
2024
Q2 		$295K Buy
4,642
+13
+0.3% +$805 0.12% 62
2024
Q1 		$283K Sell
4,629
-881
-16% -$52.9K 0.11% 62
2023
Q4 		$325K Buy
5,510
+505
+10% +$28.7K 0.14% 56
2023
Q3 		$280K Buy
5,005
+77
+2% +$4.62K 0.14% 60
2023
Q2 		$297K Sell
4,928
-78
-2% -$4.85K 0.16% 57
2023
Q1 		$311K Sell
5,006
-82
-2% -$4.96K 0.18% 51
2022
Q4 		$324K Buy
5,088
+264
+5% +$15.9K 0.2% 56
2022
Q3 		$270K Buy
4,824
+99
+2% +$6.15K 0.21% 62
2022
Q2 		$297K Buy
4,725
+785
+20% +$49.8K 0.23% 63
2022
Q1 		$244K Buy
3,940
+329
+9% +$20K 0.19% 75
2021
Q4 		$214K Buy
+3,611
New +$201K 0.19% 78

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

Adamsbrown Wealth Consultants's KO Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $5.76K and leaving 4,888 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #102.

Adamsbrown Wealth Consultants first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Adamsbrown Wealth Consultants held 4,888 shares of Coca-Cola worth $397K as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 73 Coca-Cola shares in Q2 2026, an estimated $5.76K.
  • Coca-Cola made up 0.07% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #102 holding.
  • Adamsbrown Wealth Consultants first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.