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

Alliance Wealth Advisors (Utah)’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 		$489K Buy
6,017
+87
+1% +$6.87K 0.09% 135
2026
Q1 		$451K Sell
5,930
-334
-5% -$25.3K 0.1% 147
2025
Q4 		$438K Sell
6,264
-722
-10% -$50.3K 0.09% 179
2025
Q3 		$463K Sell
6,986
-4,113
-37% -$283K 0.11% 184
2025
Q2 		$785K Buy
11,099
+741
+7% +$52.8K 0.19% 122
2025
Q1 		$742K Sell
10,358
-2,077
-17% -$139K 0.19% 119
2024
Q4 		$774K Buy
12,435
+146
+1% +$9.53K 0.2% 122
2024
Q3 		$883K Buy
12,289
+832
+7% +$57K 0.23% 104
2024
Q2 		$729K Sell
11,457
-194
-2% -$12K 0.21% 108
2024
Q1 		$713K Buy
11,651
+448
+4% +$26.9K 0.21% 108
2023
Q4 		$660K Sell
11,203
-703
-6% -$39.9K 0.22% 104
2023
Q3 		$666K Buy
11,906
+56
+0.5% +$3.36K 0.25% 94
2023
Q2 		$714K Buy
11,850
+512
+5% +$31.9K 0.27% 92
2023
Q1 		$703K Buy
11,338
+715
+7% +$43.3K 0.28% 87
2022
Q4 		$676K Buy
+10,623
New +$641K 0.3% 82

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

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

Alliance Wealth Advisors (Utah) increased its Coca-Cola (KO) stake by 1.5% in Q2 2026, buying an estimated $6.87K and bringing the position to 6,017 shares worth $489K. The position accounts for 0.09% of the portfolio, ranked #135.

Alliance Wealth Advisors (Utah) first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $883K in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 6,017 shares of Coca-Cola worth $489K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 87 Coca-Cola shares in Q2 2026, an estimated $6.87K.
  • Coca-Cola made up 0.09% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #135 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Coca-Cola position peaked at $883K in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.