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ARS Wealth Advisors Group’s Coca-Cola KO Stock Holding History

ARS Wealth Advisors Group’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 		$2.41M Buy
29,676
+3,789
+15% +$299K 0.19% 62
2026
Q1 		$1.97M Buy
25,887
+57
+0.2% +$4.31K 0.17% 66
2025
Q4 		$1.81M Sell
25,830
-660
-2% -$46K 0.16% 60
2025
Q3 		$1.76M Sell
26,490
-184
-0.7% -$12.7K 0.17% 61
2025
Q2 		$1.89M Buy
26,674
+684
+3% +$48.7K 0.22% 59
2025
Q1 		$1.86M Sell
25,990
-651
-2% -$43.5K 0.26% 49
2024
Q4 		$1.66M Buy
26,641
+14,584
+121% +$952K 0.23% 52
2024
Q3 		$866K Buy
12,057
+395
+3% +$27K 0.11% 75
2024
Q2 		$742K Sell
11,662
-1,050
-8% -$65K 0.1% 76
2024
Q1 		$778K Sell
12,712
-48
-0.4% -$2.88K 0.11% 77
2023
Q4 		$752K Buy
12,760
+3,226
+34% +$183K 0.11% 77
2023
Q3 		$534K Sell
9,534
-3,145
-25% -$189K 0.09% 90
2023
Q2 		$764K Buy
12,679
+3,251
+34% +$202K 0.12% 75
2023
Q1 		$585K Buy
9,428
+1,515
+19% +$91.7K 0.11% 76
2022
Q4 		$503K Sell
7,913
-11,971
-60% -$723K 0.08% 88
2022
Q3 		$1.11M Buy
19,884
+394
+2% +$24.5K 0.17% 70
2022
Q2 		$1.23M Buy
19,490
+219
+1% +$13.9K 0.17% 80
2022
Q1 		$1.2M Sell
19,271
-700
-4% -$42.6K 0.21% 51
2021
Q4 		$1.18M Sell
19,971
-566
-3% -$31.5K 0.2% 49
2021
Q3 		$1.08M Buy
+20,537
New +$1.14M 0.2% 50

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
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

ARS Wealth Advisors Group's KO Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $299K and bringing the position to 29,676 shares worth $2.41M. The position accounts for 0.19% of the portfolio, ranked #62.

ARS Wealth Advisors Group first reported a position in KO in Q3 2021 and has held it in 20 quarters since. 1,486 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • ARS Wealth Advisors Group held 29,676 shares of Coca-Cola worth $2.41M as of Q2 2026.
  • ARS Wealth Advisors Group bought 3,789 Coca-Cola shares in Q2 2026, an estimated $299K.
  • Coca-Cola made up 0.19% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #62 holding.
  • ARS Wealth Advisors Group first reported a position in Coca-Cola in Q3 2021 and has held it in 20 quarters since.
  • 1,486 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.