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Crewe Advisors’s Coca-Cola KO Stock Holding History

Crewe 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 		$76.4K Buy
939
+119
+15% +$9.4K 0.01% 377
2026
Q1 		$62.4K Buy
820
+195
+31% +$14.7K 0.01% 357
2025
Q4 		$43.7K Sell
625
-927
-60% -$64.6K ﹤0.01% 382
2025
Q3 		$103K Sell
1,552
-631
-29% -$43.4K 0.01% 287
2025
Q2 		$154K Buy
2,183
+558
+34% +$39.7K 0.02% 181
2025
Q1 		$116K Sell
1,625
-164
-9% -$11K 0.02% 181
2024
Q4 		$111K Sell
1,789
-791
-31% -$51.6K 0.02% 196
2024
Q3 		$185K Buy
2,580
+21
+0.8% +$1.44K 0.02% 152
2024
Q2 		$163K Sell
2,559
-207
-7% -$12.8K 0.02% 197
2024
Q1 		$169K Buy
+2,766
New +$166K 0.02% 191
2023
Q3 		– Sell
-2,246
Closed -$135K – 763
2023
Q2 		$135K Sell
2,246
-146
-6% -$9.08K 0.02% 178
2023
Q1 		$148K Buy
2,392
+632
+36% +$38.3K 0.02% 184
2022
Q4 		$112K Sell
1,760
-1,458
-45% -$88K 0.02% 207
2022
Q3 		$180K Buy
3,218
+230
+8% +$14.3K 0.03% 156
2022
Q2 		$188K Buy
2,988
+2,188
+274% +$139K 0.04% 140
2022
Q1 		$50K Hold
800
– – 0.01% 224
2021
Q4 		$47K Buy
+800
New +$44.5K 0.01% 192
2021
Q1 		– Sell
-78
Closed -$4K – 473
2020
Q4 		$4K Sell
78
-33
-30% -$1.71K ﹤0.01% 368
2020
Q3 		$5K Buy
+111
New +$5.34K ﹤0.01% 355
2019
Q3 		– Sell
-16
Closed -$1K – 272
2019
Q2 		$1K Hold
16
– – ﹤0.01% 285
2019
Q1 		$1K Buy
+16
New +$748 ﹤0.01% 232

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Crewe Advisors's KO Position: Q2 2026 in Review

Crewe Advisors increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $9.4K and bringing the position to 939 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #377.

Crewe Advisors first reported a position in KO in Q1 2019 and has held it in 21 quarters since. The position peaked at $188K in Q2 2022. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Crewe Advisors held 939 shares of Coca-Cola worth $76.4K as of Q2 2026.
  • Crewe Advisors bought 119 Coca-Cola shares in Q2 2026, an estimated $9.4K.
  • Coca-Cola made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #377 holding.
  • Crewe Advisors first reported a position in Coca-Cola in Q1 2019 and has held it in 21 quarters since.
  • Crewe Advisors's Coca-Cola position peaked at $188K in Q2 2022.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.