AWA
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Amplius Wealth Advisors’s Coca-Cola KO Stock Holding History

Amplius 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 		$520K Buy
6,400
+180
+3% +$14.2K 0.04% 125
2026
Q1 		$473K Sell
6,220
-641
-9% -$48.5K 0.04% 109
2025
Q4 		$480K Sell
6,861
-201
-3% -$14K 0.04% 109
2025
Q3 		$468K Sell
7,062
-1,667
-19% -$115K 0.04% 109
2025
Q2 		$618K Buy
8,729
+90
+1% +$6.41K 0.06% 104
2025
Q1 		$619K Sell
8,639
-196
-2% -$13.1K 0.06% 100
2024
Q4 		$550K Sell
8,835
-214
-2% -$14K 0.06% 100
2024
Q3 		$650K Buy
9,049
+654
+8% +$44.8K 0.07% 85
2024
Q2 		$534K Buy
8,395
+294
+4% +$18.2K 0.06% 94
2024
Q1 		$496K Buy
8,101
+168
+2% +$10.1K 0.06% 99
2023
Q4 		$467K Buy
7,933
+51
+0.6% +$2.9K 0.06% 100
2023
Q3 		$441K Sell
7,882
-442
-5% -$26.5K 0.06% 101
2023
Q2 		$501K Sell
8,324
-283
-3% -$17.6K 0.07% 97
2023
Q1 		$534K Buy
8,607
+252
+3% +$15.3K 0.08% 88
2022
Q4 		$531K Buy
8,355
+2,680
+47% +$162K 0.08% 84
2022
Q3 		$318K Buy
5,675
+76
+1% +$4.72K 0.06% 113
2022
Q2 		$352K Sell
5,599
-2,064
-27% -$131K 0.06% 118
2022
Q1 		$475K Sell
7,663
-265
-3% -$16.1K 0.07% 105
2021
Q4 		$469K Buy
+7,928
New +$441K 0.06% 115

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Coca-Cola (KO) stake by 2.9% in Q2 2026, buying an estimated $14.2K and bringing the position to 6,400 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #125.

Amplius Wealth Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $650K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Amplius Wealth Advisors held 6,400 shares of Coca-Cola worth $520K as of Q2 2026.
  • Amplius Wealth Advisors bought 180 Coca-Cola shares in Q2 2026, an estimated $14.2K.
  • Coca-Cola made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Amplius Wealth Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Coca-Cola position peaked at $650K in Q3 2024.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.