CAWM
KO icon

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
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

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

Capital Advisors Wealth Management's KO Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Coca-Cola (KO) stake by 3% in Q2 2026, selling an estimated $18K and leaving 7,290 shares worth $592K. The position accounts for 0.07% of the portfolio, ranked #134.

Capital Advisors Wealth Management first reported a position in KO in Q3 2021 and has held it in 20 quarters since. The position peaked at $726K in Q4 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Capital Advisors Wealth Management held 7,290 shares of Coca-Cola worth $592K as of Q2 2026.
  • Capital Advisors Wealth Management sold 228 Coca-Cola shares in Q2 2026, an estimated $18K.
  • Coca-Cola made up 0.07% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Capital Advisors Wealth Management first reported a position in Coca-Cola in Q3 2021 and has held it in 20 quarters since.
  • Capital Advisors Wealth Management's Coca-Cola position peaked at $726K in Q4 2022.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.