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CWS Financial Advisors’s Coca-Cola KO Stock Holding History

CWS Financial 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 		$771K Buy
9,482
+1,002
+12% +$79.1K 0.17% 78
2026
Q1 		$645K Buy
8,480
+44
+0.5% +$3.33K 0.17% 78
2025
Q4 		$590K Buy
8,436
+742
+10% +$51.7K 0.16% 84
2025
Q3 		$510K Buy
7,694
+126
+2% +$8.67K 0.14% 82
2025
Q2 		$535K Sell
7,568
-171
-2% -$12.2K 0.16% 78
2025
Q1 		$554K Hold
7,739
– – 0.18% 68
2024
Q4 		$482K Buy
7,739
+45
+0.6% +$2.94K 0.16% 73
2024
Q3 		$553K Buy
7,694
+706
+10% +$48.3K 0.2% 58
2024
Q2 		$445K Buy
6,988
+13
+0.2% +$805 0.18% 65
2024
Q1 		$427K Sell
6,975
-3,928
-36% -$236K 0.17% 65
2023
Q4 		$643K Buy
10,903
+25
+0.2% +$1.42K 0.24% 62
2023
Q3 		$609K Sell
10,878
-1,702
-14% -$102K 0.24% 63
2023
Q2 		$758K Buy
12,580
+1,513
+14% +$94.1K 0.29% 55
2023
Q1 		$687K Buy
11,067
+641
+6% +$38.8K 0.27% 60
2022
Q4 		$550K Sell
10,426
-624
-6% -$37.7K 0.24% 69
2022
Q3 		$619K Sell
11,050
-542
-5% -$33.7K 0.3% 60
2022
Q2 		$729K Buy
11,592
+1,022
+10% +$64.8K 0.33% 53
2022
Q1 		$655K Sell
10,570
-100
-0.9% -$6.08K 0.25% 71
2021
Q4 		$632K Buy
+10,670
New +$594K 0.22% 75
2021
Q2 		$562K Sell
10,385
-41
-0.4% -$2.23K 0.22% 72
2021
Q1 		$550K Sell
10,426
-456
-4% -$23K 0.24% 69
2020
Q4 		$597K Buy
10,882
+1,289
+13% +$66.6K 0.35% 58
2020
Q3 		$474K Buy
9,593
+2
+0% +$96 0.32% 65
2020
Q2 		$429K Sell
9,591
-201
-2% -$9.26K 0.31% 71
2020
Q1 		$542K Hold
9,792
– – 0.4% 48
2019
Q4 		$542K Buy
+9,792
New +$526K 0.4% 49

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CWS Financial Advisors's KO Position: Q2 2026 in Review

CWS Financial Advisors increased its Coca-Cola (KO) stake by 12% in Q2 2026, buying an estimated $79.1K and bringing the position to 9,482 shares worth $771K. The position accounts for 0.17% of the portfolio, ranked #78.

CWS Financial Advisors first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CWS Financial Advisors held 9,482 shares of Coca-Cola worth $771K as of Q2 2026.
  • CWS Financial Advisors bought 1,002 Coca-Cola shares in Q2 2026, an estimated $79.1K.
  • Coca-Cola made up 0.17% of CWS Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • CWS Financial Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.