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

Canvas 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	$451K	Buy	5,508 +636	+13%	+$50.2K	0.06%	150
2026 Q1	$373K	Sell	4,872 -71	-1%	-$5.37K	0.06%	154
2025 Q4	$346K	Buy	4,943 +1,538	+45%	+$107K	0.06%	145
2025 Q3	$227K	Sell	3,405 -927	-21%	-$63.8K	0.04%	197
2025 Q2	$295K	Buy	4,332 +338	+8%	+$24.1K	0.06%	147
2025 Q1	$295K	Buy	+3,994	New	+$267K	0.08%	139

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

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

Canvas Wealth Advisors increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $50.2K and bringing the position to 5,508 shares worth $451K. The position accounts for 0.06% of the portfolio, ranked #150.

Canvas Wealth Advisors first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Canvas Wealth Advisors held 5,508 shares of Coca-Cola worth $451K as of Q2 2026.
Canvas Wealth Advisors bought 636 Coca-Cola shares in Q2 2026, an estimated $50.2K.
Coca-Cola made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Canvas Wealth Advisors first reported a position in Coca-Cola in Q1 2025 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 Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.