Advisornet Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.31M | Sell |
16,135
-28
| -0.2% | -$2.21K | 0.06% | 234 |
|
|
2026
Q1 | $1.23M | Sell |
16,163
-448
| -3% | -$33.9K | 0.06% | 227 |
|
|
2025
Q4 | $1.16M | Buy |
16,611
+653
| +4% | +$45.5K | 0.06% | 236 |
|
|
2025
Q3 | $1.06M | Buy |
15,958
+4,752
| +42% | +$327K | 0.06% | 246 |
|
|
2025
Q2 | $793K | Sell |
11,206
-994
| -8% | -$70.8K | 0.05% | 275 |
|
|
2025
Q1 | $874K | Buy |
12,200
+69
| +0.6% | +$4.61K | 0.06% | 248 |
|
|
2024
Q4 | $755K | Sell |
12,131
-742
| -6% | -$48.4K | 0.06% | 237 |
|
|
2024
Q3 | $925K | Buy |
12,873
+206
| +2% | +$14.1K | 0.07% | 238 |
|
|
2024
Q2 | $806K | Buy |
12,667
+338
| +3% | +$20.9K | 0.07% | 232 |
|
|
2024
Q1 | $754K | Sell |
12,329
-133
| -1% | -$7.99K | 0.07% | 244 |
|
|
2023
Q4 | $734K | Buy |
12,462
+390
| +3% | +$22.2K | 0.07% | 262 |
|
|
2023
Q3 | $676K | Sell |
12,072
-3,590
| -23% | -$215K | 0.06% | 260 |
|
|
2023
Q2 | $943K | Buy |
15,662
+737
| +5% | +$45.9K | 0.08% | 221 |
|
|
2023
Q1 | $926K | Buy |
14,925
+489
| +3% | +$29.6K | 0.08% | 221 |
|
|
2022
Q4 | $918K | Sell |
14,436
-3,446
| -19% | -$208K | 0.09% | 214 |
|
|
2022
Q3 | $1M | Sell |
17,882
-48
| -0.3% | -$2.98K | 0.1% | 209 |
|
|
2022
Q2 | $1.13M | Buy |
17,930
+314
| +2% | +$19.9K | 0.11% | 191 |
|
|
2022
Q1 | $1.09M | Buy |
17,616
+1,469
| +9% | +$89.3K | 0.07% | 234 |
|
|
2021
Q4 | $956K | Buy |
16,147
+287
| +2% | +$16K | 0.06% | 275 |
|
|
2021
Q3 | $832K | Buy |
15,860
+924
| +6% | +$51.5K | 0.06% | 267 |
|
|
2021
Q2 | $808K | Sell |
14,936
-7,953
| -35% | -$433K | 0.05% | 303 |
|
|
2021
Q1 | $1.21M | Sell |
22,889
-16,814
| -42% | -$846K | 0.09% | 219 |
|
|
2020
Q4 | $2.18M | Buy |
39,703
+8,383
| +27% | +$433K | 0.18% | 127 |
|
|
2020
Q3 | $1.55M | Sell |
31,320
-7,864
| -20% | -$378K | 0.13% | 161 |
|
|
2020
Q2 | $1.75M | Buy |
39,184
+9,221
| +31% | +$425K | 0.14% | 148 |
|
|
2020
Q1 | $1.33M | Buy |
29,963
+779
| +3% | +$42.1K | 0.12% | 153 |
|
|
2019
Q4 | $1.61M | Buy |
29,184
+7,575
| +35% | +$407K | 0.14% | 146 |
|
|
2019
Q3 | $1.18M | Buy |
21,609
+8,121
| +60% | +$435K | 0.11% | 182 |
|
|
2019
Q2 | $687K | Buy |
13,488
+2,884
| +27% | +$141K | 0.08% | 258 |
|
|
2019
Q1 | $497K | Sell |
10,604
-663
| -6% | -$31K | 0.06% | 277 |
|
|
2018
Q4 | $533K | Sell |
11,267
-547
| -5% | -$26.2K | 0.07% | 237 |
|
|
2018
Q3 | $546K | Sell |
11,814
-909
| -7% | -$41.5K | 0.07% | 251 |
|
|
2018
Q2 | $558K | Sell |
12,723
-3,550
| -22% | -$153K | 0.08% | 220 |
|
|
2018
Q1 | $707K | Buy |
16,273
+6,204
| +62% | +$279K | 0.1% | 185 |
|
|
2017
Q4 | $462K | Buy |
+10,069
| New | +$463K | 0.07% | 207 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
Advisornet Financial's KO Position: Q2 2026 in Review
Advisornet Financial reduced its Coca-Cola (KO) stake by 0.17% in Q2 2026, selling an estimated $2.21K and leaving 16,135 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #234.
Advisornet Financial first reported a position in KO in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.18M in Q4 2020. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Advisornet Financial held 16,135 shares of Coca-Cola worth $1.31M as of Q2 2026.
- Advisornet Financial sold 28 Coca-Cola shares in Q2 2026, an estimated $2.21K.
- Coca-Cola made up 0.06% of Advisornet Financial's portfolio in Q2 2026, its #234 holding.
- Advisornet Financial first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Coca-Cola position peaked at $2.18M in Q4 2020.
- 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.