CAWM
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Capital Advisors Wealth Management’s Coca-Cola KO Stock Holding History

Capital Advisors Wealth Management’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
Q3 		$675K Buy
7,845
+555
+8% +$48.1K 0.08% 129
2026
Q2 		$592K Sell
7,290
-228
-3% -$18K 0.07% 134
2026
Q1 		$572K Buy
7,518
+82
+1% +$6.2K 0.08% 122
2025
Q4 		$520K Sell
7,436
-237
-3% -$16.5K 0.07% 127
2025
Q3 		$509K Buy
7,673
+463
+6% +$31.9K 0.07% 124
2025
Q2 		$510K Buy
7,210
+321
+5% +$22.9K 0.08% 111
2025
Q1 		$493K Sell
6,889
-342
-5% -$22.8K 0.09% 104
2024
Q4 		$450K Sell
7,231
-47
-0.6% -$3.07K 0.08% 104
2024
Q3 		$523K Sell
7,278
-125
-2% -$8.56K 0.1% 90
2024
Q2 		$471K Sell
7,403
-1,467
-17% -$90.8K 0.09% 90
2024
Q1 		$543K Sell
8,870
-615
-6% -$36.9K 0.11% 80
2023
Q4 		$559K Sell
9,485
-2,477
-21% -$141K 0.13% 77
2023
Q3 		$670K Buy
11,962
+169
+1% +$10.1K 0.17% 67
2023
Q2 		$710K Buy
11,793
+418
+4% +$26K 0.18% 65
2023
Q1 		$706K Sell
11,375
-45
-0.4% -$2.73K 0.2% 67
2022
Q4 		$726K Buy
11,420
+1,055
+10% +$63.7K 0.22% 59
2022
Q3 		$581K Buy
10,365
+2,334
+29% +$145K 0.19% 61
2022
Q2 		$505K Buy
8,031
+900
+13% +$57.1K 0.16% 69
2022
Q1 		$442K Buy
7,131
+2,383
+50% +$145K 0.14% 76
2021
Q4 		$281K Buy
4,748
+560
+13% +$31.2K 0.09% 95
2021
Q3 		$220K Buy
+4,188
New +$233K 0.08% 96

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Capital Advisors Wealth Management's KO Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Coca-Cola (KO) stake by 7.6% in Q3 2026, buying an estimated $48.1K and bringing the position to 7,845 shares worth $675K. The position accounts for 0.08% of the portfolio, ranked #129.

Capital Advisors Wealth Management first reported a position in KO in Q3 2021 and has held it in 21 quarters since. The position peaked at $726K in Q4 2022. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Capital Advisors Wealth Management held 7,845 shares of Coca-Cola worth $675K as of Q3 2026.
  • Capital Advisors Wealth Management bought 555 Coca-Cola shares in Q3 2026, an estimated $48.1K.
  • Coca-Cola made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Capital Advisors Wealth Management first reported a position in Coca-Cola in Q3 2021 and has held it in 21 quarters since.
  • Capital Advisors Wealth Management's Coca-Cola position peaked at $726K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.