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

BCU 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	$709K	Buy	8,729 +64	+0.7%	+$5.05K	0.24%	31
2026 Q1	$659K	Sell	8,665 -381	-4%	-$28.8K	0.25%	30
2025 Q4	$632K	Hold	9,046	–	–	0.24%	30
2025 Q3	$600K	Hold	9,046	–	–	0.24%	32
2025 Q2	$640K	Hold	9,046	–	–	0.29%	27
2025 Q1	$648K	Sell	9,046 -467	-5%	-$31.2K	0.34%	25
2024 Q4	$592K	Hold	9,513	–	–	0.34%	25
2024 Q3	$684K	Hold	9,513	–	–	0.41%	26
2024 Q2	$605K	Sell	9,513 -507	-5%	-$31.4K	0.45%	27
2024 Q1	$613K	Hold	10,020	–	–	0.52%	25
2023 Q4	$590K	Buy	+10,020	New	+$569K	0.64%	24

Other funds holding KO

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

BCU Wealth Advisors increased its Coca-Cola (KO) stake by 0.74% in Q2 2026, buying an estimated $5.05K and bringing the position to 8,729 shares worth $709K. The position accounts for 0.24% of the portfolio, ranked #31.

BCU Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 851 funds tracked by Wall St. Rank hold KO as of Q2 2026.

BCU Wealth Advisors held 8,729 shares of Coca-Cola worth $709K as of Q2 2026.
BCU Wealth Advisors bought 64 Coca-Cola shares in Q2 2026, an estimated $5.05K.
Coca-Cola made up 0.24% of BCU Wealth Advisors's portfolio in Q2 2026, its #31 holding.
BCU Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
851 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.