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Alliance Wealth Advisors (Pennsylvania)’s Coca-Cola KO Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$567K Sell
6,980
-317
-4% -$25K 0.18% 74
2026
Q1 		$555K Sell
7,297
-196
-3% -$14.8K 0.24% 67
2025
Q4 		$524K Buy
7,493
+67
+0.9% +$4.67K 0.23% 72
2025
Q3 		$492K Buy
7,426
+48
+0.7% +$3.3K 0.22% 75
2025
Q2 		$522K Sell
7,378
-949
-11% -$67.6K 0.27% 65
2025
Q1 		$596K Sell
8,327
-5
-0.1% -$334 0.34% 51
2024
Q4 		$519K Sell
8,332
-139
-2% -$9.07K 0.29% 64
2024
Q3 		$609K Sell
8,471
-20
-0.2% -$1.37K 0.35% 55
2024
Q2 		$540K Sell
8,491
-357
-4% -$22.1K 0.34% 57
2024
Q1 		$541K Sell
8,848
-194
-2% -$11.7K 0.34% 55
2023
Q4 		$533K Sell
9,042
-389
-4% -$22.1K 0.35% 56
2023
Q3 		$528K Sell
9,431
-407
-4% -$24.4K 0.38% 52
2023
Q2 		$592K Hold
9,838
– – 0.42% 51
2023
Q1 		$610K Sell
9,838
-144
-1% -$8.72K 0.46% 49
2022
Q4 		$635K Sell
9,982
-657
-6% -$39.7K 0.53% 45
2022
Q3 		$596K Sell
10,639
-170
-2% -$10.6K 0.55% 41
2022
Q2 		$680K Sell
10,809
-188
-2% -$11.9K 0.59% 40
2022
Q1 		$682K Sell
10,997
-91
-0.8% -$5.53K 0.57% 43
2021
Q4 		$657K Sell
11,088
-143
-1% -$7.96K 0.54% 44
2021
Q3 		$589K Sell
11,231
-72
-0.6% -$4.01K 0.52% 48
2021
Q2 		$612K Sell
11,303
-51
-0.4% -$2.77K 0.55% 47
2021
Q1 		$598K Buy
11,354
+1,362
+14% +$68.6K 0.59% 47
2020
Q4 		$548K Buy
+9,992
New +$517K 0.58% 46

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s KO Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Coca-Cola (KO) stake by 4.3% in Q2 2026, selling an estimated $25K and leaving 6,980 shares worth $567K. The position accounts for 0.18% of the portfolio, ranked #74.

Alliance Wealth Advisors (Pennsylvania) first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $682K in Q1 2022. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 6,980 shares of Coca-Cola worth $567K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 317 Coca-Cola shares in Q2 2026, an estimated $25K.
  • Coca-Cola made up 0.18% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #74 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Coca-Cola position peaked at $682K in Q1 2022.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.