Avidian Wealth Enterprises’s Coca-Cola KO Stock Holding History

Avidian Wealth Enterprises’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	$3.29M	Buy	40,422 +4,899	+14%	+$387K	0.09%	147
2026 Q1	$2.7M	Buy	35,523 +2,514	+8%	+$190K	0.09%	148
2025 Q4	$2.31M	Buy	33,009 +2,325	+8%	+$162K	0.08%	126
2025 Q3	$2.03M	Buy	30,684 +605	+2%	+$41.6K	0.08%	139
2025 Q2	$2.13M	Sell	30,079 -457	-1%	-$32.6K	0.09%	125
2025 Q1	$2.19M	Sell	30,536 -3,755	-11%	-$251K	0.1%	114
2024 Q4	$2.13M	Buy	34,291 +372	+1%	+$24.3K	0.1%	112
2024 Q3	$2.44M	Buy	33,919 +1,174	+4%	+$80.4K	0.11%	100
2024 Q2	$2.08M	Buy	32,745 +2,844	+10%	+$176K	0.09%	112
2024 Q1	$1.83M	Buy	29,901 +660	+2%	+$39.6K	0.09%	119
2023 Q4	$1.72M	Sell	29,241 -1,569	-5%	-$89.1K	0.11%	117
2023 Q3	$1.72M	Sell	30,810 -3,106	-9%	-$186K	0.12%	108
2023 Q2	$2.04M	Sell	33,916 -8,348	-20%	-$519K	0.13%	111
2023 Q1	$2.62M	Buy	42,264 +986	+2%	+$59.7K	0.14%	120
2022 Q4	$2.63M	Buy	41,278 +5,433	+15%	+$328K	0.17%	103
2022 Q3	$2.01M	Buy	35,845 +2,754	+8%	+$171K	0.15%	97
2022 Q2	$2.08M	Buy	33,091 +5,828	+21%	+$369K	0.15%	105
2022 Q1	$1.69M	Buy	27,263 +1,943	+8%	+$118K	0.1%	132
2021 Q4	$1.5M	Buy	25,320 +4,753	+23%	+$265K	0.09%	141
2021 Q3	$1.08M	Buy	20,567 +590	+3%	+$32.9K	0.08%	125
2021 Q2	$1.08M	Sell	19,977 -1,542	-7%	-$83.9K	0.08%	124
2021 Q1	$1.13M	Sell	21,519 -2,428	-10%	-$122K	0.1%	115
2020 Q4	$1.31M	Buy	23,947 +1,524	+7%	+$78.8K	0.12%	96
2020 Q3	$1.11M	Buy	22,423 +5,291	+31%	+$254K	0.13%	100
2020 Q2	$765K	Buy	17,132 +3,141	+22%	+$145K	0.1%	104
2020 Q1	$619K	Buy	13,991 +541	+4%	+$29.2K	0.1%	96
2019 Q4	$744K	Buy	13,450 +1,723	+15%	+$92.6K	0.11%	82
2019 Q3	$638K	Buy	11,727 +2,087	+22%	+$112K	0.11%	79
2019 Q2	$491K	Sell	9,640 -955	-9%	-$46.8K	0.12%	72
2019 Q1	$497K	Buy	10,595 +4,798	+83%	+$224K	0.11%	64
2018 Q4	$275K	Buy	+5,797	New	+$277K	0.1%	74

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avidian Wealth Enterprises's KO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $387K and bringing the position to 40,422 shares worth $3.29M. The position accounts for 0.09% of the portfolio, ranked #147.

Avidian Wealth Enterprises first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Avidian Wealth Enterprises held 40,422 shares of Coca-Cola worth $3.29M as of Q2 2026.
Avidian Wealth Enterprises bought 4,899 Coca-Cola shares in Q2 2026, an estimated $387K.
Coca-Cola made up 0.09% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #147 holding.
Avidian Wealth Enterprises first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.