Arbor Wealth Advisors
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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
Q3 		$711K Hold
8,265
– – 0.44% 29
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arbor Wealth Advisors's KO Position: Q3 2026 in Review

Arbor Wealth Advisors held its Coca-Cola (KO) position steady in Q3 2026 at 8,265 shares worth $711K. The position accounts for 0.44% of the portfolio, ranked #29.

Arbor Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 12 quarters since. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Arbor Wealth Advisors held 8,265 shares of Coca-Cola worth $711K as of Q3 2026.
  • Arbor Wealth Advisors left its Coca-Cola share count unchanged in Q3 2026.
  • Coca-Cola made up 0.44% of Arbor Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • Arbor Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.