Advocacy Wealth Management Services’s Coca-Cola KO Stock Holding History

Advocacy Wealth Management Services’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	$15.4M	Buy	189,933 +1,594	+0.8%	+$126K	0.56%	39
2026 Q1	$14.3M	Buy	188,339 +664	+0.4%	+$50.2K	0.63%	37
2025 Q4	$13.1M	Sell	187,675 -197,903	-51%	-$13.8M	0.55%	43
2025 Q3	$25.6M	Buy	+385,578	New	+$26.5M	1.11%	23
2022 Q1	–	Sell	-451	Closed	-$27K	–	208
2021 Q4	$27K	Hold	451	–	–	﹤0.01%	80
2021 Q3	$24K	Sell	451 -343	-43%	-$19.1K	﹤0.01%	83
2021 Q2	$43K	Buy	794 +343	+76%	+$18.7K	0.01%	67
2021 Q1	$24K	Hold	451	–	–	﹤0.01%	85
2020 Q4	$25K	Hold	451	–	–	﹤0.01%	78
2020 Q3	$22K	Hold	451	–	–	﹤0.01%	79
2020 Q2	$20K	Hold	451	–	–	﹤0.01%	85
2020 Q1	$19K	Hold	451	–	–	﹤0.01%	78
2019 Q4	$25K	Hold	451	–	–	0.01%	86
2019 Q3	$25K	Sell	451 -200	-31%	-$10.7K	0.02%	83
2019 Q2	$33K	Hold	651	–	–	0.02%	53
2019 Q1	$30K	Sell	651 -400	-38%	-$18.7K	0.03%	51
2018 Q4	$50K	Hold	1,051	–	–	0.04%	35
2018 Q3	$49K	Hold	1,051	–	–	0.03%	41
2018 Q2	$46K	Hold	1,051	–	–	0.03%	43
2018 Q1	$46K	Hold	1,051	–	–	0.03%	42
2017 Q4	$48K	Hold	1,051	–	–	0.03%	51
2017 Q3	$47K	Hold	1,051	–	–	0.02%	69
2017 Q2	$47K	Sell	1,051 -500	-32%	-$22.1K	0.02%	76
2017 Q1	$66K	Hold	1,551	–	–	0.02%	64
2016 Q4	$64K	Sell	1,551 -114	-7%	-$4.74K	0.02%	63
2016 Q3	$70K	Sell	1,665 -1,510	-48%	-$66.2K	0.03%	94
2016 Q2	$144K	Sell	3,175 -400	-11%	-$18.1K	0.07%	80
2016 Q1	$166K	Sell	3,575 -685	-16%	-$29.8K	0.12%	104
2015 Q4	$183K	Buy	+4,260	New	+$181K	0.21%	88
2013 Q3	$101K	Hold	2,675	–	–	0.28%	65
2013 Q2	$107K	Buy	+2,675	New	+$111K	0.43%	59

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Advocacy Wealth Management Services's KO Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Coca-Cola (KO) stake by 0.85% in Q2 2026, buying an estimated $126K and bringing the position to 189,933 shares worth $15.4M. The position accounts for 0.56% of the portfolio, ranked #39.

Advocacy Wealth Management Services first reported a position in KO in Q2 2013 and has held it in 31 quarters since. The position peaked at $25.6M in Q3 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Advocacy Wealth Management Services held 189,933 shares of Coca-Cola worth $15.4M as of Q2 2026.
Advocacy Wealth Management Services bought 1,594 Coca-Cola shares in Q2 2026, an estimated $126K.
Coca-Cola made up 0.56% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #39 holding.
Advocacy Wealth Management Services first reported a position in Coca-Cola in Q2 2013 and has held it in 31 quarters since.
Advocacy Wealth Management Services's Coca-Cola position peaked at $25.6M in Q3 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.