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Blue Zone Wealth Advisors’s Coca-Cola KO Stock Holding History

Blue Zone 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 		$892K Hold
10,979
– – 0.16% 64
2026
Q1 		$835K Sell
10,979
-2
-0% -$151 0.17% 67
2025
Q4 		$768K Buy
10,981
+4
+0% +$279 0.15% 76
2025
Q3 		$728K Sell
10,977
-145
-1% -$9.98K 0.15% 73
2025
Q2 		$787K Sell
11,122
-69
-0.6% -$4.92K 0.2% 64
2025
Q1 		$801K Sell
11,191
-494
-4% -$33K 0.22% 64
2024
Q4 		$728K Buy
+11,685
New +$763K 0.21% 68

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

Blue Zone Wealth Advisors's KO Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 10,979 shares worth $892K. The position accounts for 0.16% of the portfolio, ranked #64.

Blue Zone Wealth Advisors 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.

  • Blue Zone Wealth Advisors held 10,979 shares of Coca-Cola worth $892K as of Q2 2026.
  • Blue Zone Wealth Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.16% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.