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

Aletheian 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	$418K	Buy	5,148 +1,092	+27%	+$86.2K	0.18%	70
2026 Q1	$308K	Buy	+4,056	New	+$307K	0.15%	73
2025 Q3	$325K	Buy	4,898 +15	+0.3%	+$1.03K	0.15%	74
2025 Q2	$345K	Sell	4,883 -154	-3%	-$11K	0.17%	67
2025 Q1	$361K	Buy	+5,037	New	+$336K	0.2%	67
2024 Q4	–	Sell	-3,220	Closed	-$231K	–	80
2024 Q3	$231K	Buy	3,220 +30	+0.9%	+$2.05K	0.14%	74
2024 Q2	$203K	Buy	+3,190	New	+$197K	0.11%	83
2024 Q1	–	Sell	-10,853	Closed	-$640K	–	86
2023 Q4	$640K	Sell	10,853 -75	-0.7%	-$4.26K	0.42%	55
2023 Q3	$612K	Sell	10,928 -1,178	-10%	-$70.7K	0.47%	54
2023 Q2	$729K	Buy	+12,106	New	+$753K	0.5%	51

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its Coca-Cola (KO) stake by 27% in Q2 2026, buying an estimated $86.2K and bringing the position to 5,148 shares worth $418K. The position accounts for 0.18% of the portfolio, ranked #70.

Aletheian Wealth Advisors first reported a position in KO in Q2 2023 and has held it in 10 quarters since. The position peaked at $729K in Q2 2023. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Aletheian Wealth Advisors held 5,148 shares of Coca-Cola worth $418K as of Q2 2026.
Aletheian Wealth Advisors bought 1,092 Coca-Cola shares in Q2 2026, an estimated $86.2K.
Coca-Cola made up 0.18% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Aletheian Wealth Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 10 quarters since.
Aletheian Wealth Advisors's Coca-Cola position peaked at $729K in Q2 2023.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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