Core Wealth Advisors (Florida)’s Coca-Cola KO Stock Holding History

Core Wealth Advisors (Florida)’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	$359K	Buy	4,423 +458	+12%	+$36.2K	0.07%	97
2026 Q1	$302K	Buy	+3,965	New	+$300K	0.07%	91
2024 Q2	–	Sell	-557	Closed	-$34.1K	–	150
2024 Q1	$34.1K	Sell	557 -2	-0.4%	-$120	0.01%	117
2023 Q4	$32.9K	Sell	559 -35,263	-98%	-$2M	0.01%	109
2023 Q3	$2.01M	Buy	35,822 +1,961	+6%	+$118K	0.82%	17
2023 Q2	$2.04M	Buy	33,861 +1,418	+4%	+$88.2K	0.82%	15
2023 Q1	$2.01M	Buy	32,443 +8,134	+33%	+$492K	0.8%	17
2022 Q4	$1.55M	Buy	24,309 +2,183	+10%	+$132K	0.68%	17
2022 Q3	$1.24M	Buy	22,126 +22,081	+49,069%	+$1.37M	0.72%	17
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	189
2022 Q1	$3K	Sell	45 -600	-93%	-$36.5K	﹤0.01%	173
2021 Q4	$38K	Buy	645 +600	+1,333%	+$33.4K	0.02%	101
2021 Q3	$2K	Hold	45	–	–	﹤0.01%	177
2021 Q2	$2K	Hold	45	–	–	﹤0.01%	169
2021 Q1	$2K	Hold	45	–	–	﹤0.01%	159
2020 Q4	$2K	Sell	45 -336	-88%	-$17.4K	﹤0.01%	162
2020 Q3	$19K	Hold	381	–	–	0.02%	79
2020 Q2	$17K	Sell	381 -29	-7%	-$1.34K	0.02%	78
2020 Q1	$18K	Buy	410 +365	+811%	+$19.7K	0.01%	75
2019 Q4	$2K	Buy	+45	New	+$2.42K	﹤0.01%	116

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Core Wealth Advisors (Florida)'s KO Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $36.2K and bringing the position to 4,423 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #97.

Core Wealth Advisors (Florida) first reported a position in KO in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.04M in Q2 2023. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Core Wealth Advisors (Florida) held 4,423 shares of Coca-Cola worth $359K as of Q2 2026.
Core Wealth Advisors (Florida) bought 458 Coca-Cola shares in Q2 2026, an estimated $36.2K.
Coca-Cola made up 0.07% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #97 holding.
Core Wealth Advisors (Florida) first reported a position in Coca-Cola in Q4 2019 and has held it in 20 quarters since.
Core Wealth Advisors (Florida)'s Coca-Cola position peaked at $2.04M in Q2 2023.
3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.