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

Arkadios 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 		$16.5M Sell
202,911
-6,589
-3% -$520K 0.25% 86
2026
Q1 		$15.9M Buy
209,500
+7,703
+4% +$582K 0.26% 84
2025
Q4 		$14.1M Buy
201,797
+28,196
+16% +$1.97M 0.27% 71
2025
Q3 		$11.5M Buy
173,601
+17,203
+11% +$1.18M 0.28% 67
2025
Q2 		$11.1M Buy
156,398
+5,341
+4% +$380K 0.33% 55
2025
Q1 		$10.8M Buy
151,057
+55,758
+59% +$3.72M 0.41% 43
2024
Q4 		$5.93M Sell
95,299
-2,630
-3% -$172K 0.32% 60
2024
Q3 		$7.04M Sell
97,929
-7,985
-8% -$547K 0.4% 52
2024
Q2 		$6.74M Sell
105,914
-49,070
-32% -$3.04M 0.45% 41
2024
Q1 		$9.48M Buy
154,984
+9,523
+7% +$572K 0.73% 26
2023
Q4 		$8.57M Buy
145,461
+11,738
+9% +$667K 0.72% 25
2023
Q3 		$7.49M Buy
133,723
+54,344
+68% +$3.26M 0.71% 25
2023
Q2 		$4.78M Buy
79,379
+1,979
+3% +$123K 0.56% 34
2023
Q1 		$4.8M Buy
77,400
+2,924
+4% +$177K 0.57% 34
2022
Q4 		$4.74M Buy
74,476
+11,639
+19% +$703K 0.63% 32
2022
Q3 		$3.52M Buy
62,837
+8,813
+16% +$548K 0.53% 48
2022
Q2 		$3.4M Buy
54,024
+4,485
+9% +$284K 0.51% 45
2022
Q1 		$3.07M Buy
49,539
+7,646
+18% +$465K 0.4% 60
2021
Q4 		$2.48M Buy
41,893
+4,706
+13% +$262K 0.33% 76
2021
Q3 		$1.95M Sell
37,187
-8,044
-18% -$448K 0.28% 91
2021
Q2 		$2.45M Buy
45,231
+12,628
+39% +$687K 0.3% 90
2021
Q1 		$1.72M Buy
32,603
+7,910
+32% +$398K 0.28% 93
2020
Q4 		$1.35M Buy
24,693
+11,511
+87% +$595K 0.28% 94
2020
Q3 		$660K Buy
13,182
+253
+2% +$12.2K 0.33% 63
2020
Q2 		$593K Buy
12,929
+1,122
+10% +$51.7K 0.33% 65
2020
Q1 		$522K Buy
11,807
+960
+9% +$51.8K 0.33% 72
2019
Q4 		$647K Buy
+10,847
New +$583K 0.39% 63

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its Coca-Cola (KO) stake by 3.1% in Q2 2026, selling an estimated $520K and leaving 202,911 shares worth $16.5M. The position accounts for 0.25% of the portfolio, ranked #86.

Arkadios Wealth Advisors first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Arkadios Wealth Advisors held 202,911 shares of Coca-Cola worth $16.5M as of Q2 2026.
  • Arkadios Wealth Advisors sold 6,589 Coca-Cola shares in Q2 2026, an estimated $520K.
  • Coca-Cola made up 0.25% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Arkadios Wealth Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.