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

Arbor 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	$672K	Hold	8,265	–	–	0.41%	32
2026 Q1	$629K	Hold	8,265	–	–	0.44%	29
2025 Q4	$578K	Hold	8,265	–	–	0.41%	32
2025 Q3	$548K	Hold	8,265	–	–	0.41%	32
2025 Q2	$585K	Sell	8,265 -2	-0%	-$142	0.47%	28
2025 Q1	$592K	Buy	8,267 +2	+0%	+$134	0.53%	27
2024 Q4	$515K	Buy	8,265 +818	+11%	+$53.4K	0.46%	30
2024 Q3	$535K	Hold	7,447	–	–	0.48%	29
2024 Q2	$474K	Hold	7,447	–	–	0.47%	31
2024 Q1	$456K	Hold	7,447	–	–	0.43%	33
2023 Q4	$439K	Buy	+7,447	New	+$423K	0.45%	34

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

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

Arbor Wealth Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 8,265 shares worth $672K. The position accounts for 0.41% of the portfolio, ranked #32.

Arbor Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 729 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Arbor Wealth Advisors held 8,265 shares of Coca-Cola worth $672K as of Q2 2026.
Arbor Wealth Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.41% of Arbor Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Arbor Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
729 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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