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

Carolina 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 		$4.86M Sell
59,823
-341
-0.6% -$26.9K 1.91% 10
2026
Q1 		$4.58M Buy
60,164
+54,410
+946% +$4.11M 1.91% 12
2025
Q4 		$402K Buy
5,754
+1,419
+33% +$98.9K 0.18% 59
2025
Q3 		$287K Buy
4,335
+2,676
+161% +$184K 0.12% 62
2025
Q2 		$117K Buy
1,659
+1,208
+268% +$86K 0.06% 67
2025
Q1 		$32.3K Buy
451
+101
+29% +$6.75K 0.02% 101
2024
Q4 		$21.8K Sell
350
-96
-22% -$6.27K 0.01% 121
2024
Q3 		$32K Hold
446
– – 0.02% 133
2024
Q2 		$28.4K Hold
446
– – 0.01% 111
2024
Q1 		$27.3K Hold
446
– – 0.01% 121
2023
Q4 		$26.3K Hold
446
– – 0.01% 129
2023
Q3 		$25K Hold
446
– – 0.01% 139
2023
Q2 		$26.9K Buy
446
+140
+46% +$8.71K 0.02% 121
2023
Q1 		$19K Hold
306
– – 0.01% 133
2022
Q4 		$19K Hold
306
– – 0.01% 128
2022
Q3 		$17K Hold
306
– – 0.01% 129
2022
Q2 		$19K Hold
306
– – 0.01% 145
2022
Q1 		$19K Hold
306
– – 0.01% 156
2021
Q4 		$18K Sell
306
-7,369
-96% -$410K 0.01% 165
2021
Q3 		$403K Sell
7,675
-263
-3% -$14.7K 0.27% 39
2021
Q2 		$430K Sell
7,938
-190
-2% -$10.3K 0.29% 41
2021
Q1 		$428K Sell
8,128
-8,060
-50% -$406K 0.31% 40
2020
Q4 		$888K Sell
16,188
-203
-1% -$10.5K 0.71% 35
2020
Q3 		$809K Buy
16,391
+1,361
+9% +$65.5K 0.71% 36
2020
Q2 		$672K Buy
15,030
+1,383
+10% +$63.7K 0.65% 37
2020
Q1 		$604K Buy
13,647
+5,344
+64% +$289K 0.7% 37
2019
Q4 		$460K Buy
+8,303
New +$446K 0.44% 40

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Carolina Wealth Advisors reduced its Coca-Cola (KO) stake by 0.57% in Q2 2026, selling an estimated $26.9K and leaving 59,823 shares worth $4.86M. The position accounts for 1.91% of the portfolio, ranked #10.

Carolina Wealth Advisors first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,590 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Carolina Wealth Advisors held 59,823 shares of Coca-Cola worth $4.86M as of Q2 2026.
  • Carolina Wealth Advisors sold 341 Coca-Cola shares in Q2 2026, an estimated $26.9K.
  • Coca-Cola made up 1.91% of Carolina Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Carolina Wealth Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.