Blake Schutter Theil Wealth Advisors’s Coca-Cola KO Stock Holding History

Blake Schutter Theil 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	$274K	Buy	3,373 +9	+0.3%	+$711	0.19%	98
2026 Q1	$256K	Hold	3,364	–	–	0.21%	97
2025 Q4	$235K	Buy	3,364 +234	+7%	+$16.3K	0.19%	99
2025 Q3	$208K	Buy	3,130 +264	+9%	+$18.2K	0.21%	104
2025 Q2	$203K	Buy	+2,866	New	+$204K	0.23%	102
2024 Q4	–	Sell	-3,762	Closed	-$270K	–	140
2024 Q3	$270K	Buy	+3,762	New	+$258K	0.19%	127

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Blake Schutter Theil Wealth Advisors's KO Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Coca-Cola (KO) stake by 0.27% in Q2 2026, buying an estimated $711 and bringing the position to 3,373 shares worth $274K. The position accounts for 0.19% of the portfolio, ranked #98.

Blake Schutter Theil Wealth Advisors first reported a position in KO in Q3 2024 and has held it in 6 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 3,373 shares of Coca-Cola worth $274K as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 9 Coca-Cola shares in Q2 2026, an estimated $711.
Coca-Cola made up 0.19% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Coca-Cola in Q3 2024 and has held it in 6 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.