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Avantra Family Wealth’s Coca-Cola KO Stock Holding History

Avantra Family Wealth’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 		$296K Buy
3,645
+269
+8% +$21.2K 0.19% 147
2026
Q1 		$257K Sell
3,376
-334
-9% -$25.3K 0.19% 144
2025
Q4 		$259K Sell
3,710
-46
-1% -$3.21K 0.19% 134
2025
Q3 		$249K Buy
3,756
+393
+12% +$27K 0.19% 140
2025
Q2 		$238K Buy
3,363
+2
+0.1% +$142 0.2% 124
2025
Q1 		$241K Hold
3,361
– – 0.23% 134
2024
Q4 		$209K Buy
+3,361
New +$219K 0.2% 144

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
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

Avantra Family Wealth's KO Position: Q2 2026 in Review

Avantra Family Wealth increased its Coca-Cola (KO) stake by 8% in Q2 2026, buying an estimated $21.2K and bringing the position to 3,645 shares worth $296K. The position accounts for 0.19% of the portfolio, ranked #147.

Avantra Family Wealth first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Avantra Family Wealth held 3,645 shares of Coca-Cola worth $296K as of Q2 2026.
  • Avantra Family Wealth bought 269 Coca-Cola shares in Q2 2026, an estimated $21.2K.
  • Coca-Cola made up 0.19% of Avantra Family Wealth's portfolio in Q2 2026, its #147 holding.
  • Avantra Family Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.