Elevate Capital Advisors’s Coca-Cola KO Stock Holding History

Elevate Capital 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	$1.45M	Sell	17,902 -15,102	-46%	-$1.19M	0.8%	33
2026 Q1	$2.51M	Sell	33,004 -5,622	-15%	-$425K	1.62%	17
2025 Q4	$2.7M	Buy	38,626 +7,151	+23%	+$499K	1.79%	19
2025 Q3	$2.09M	Buy	31,475 +4,079	+15%	+$281K	1.46%	31
2025 Q2	$1.94M	Buy	27,396 +2,414	+10%	+$172K	1.54%	33
2025 Q1	$1.79M	Buy	24,982 +634	+3%	+$42.3K	1.65%	24
2024 Q4	$1.52M	Buy	+24,348	New	+$1.59M	1.34%	29

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Elevate Capital Advisors's KO Position: Q2 2026 in Review

Elevate Capital Advisors reduced its Coca-Cola (KO) stake by 46% in Q2 2026, selling an estimated $1.19M and leaving 17,902 shares worth $1.45M. The position accounts for 0.8% of the portfolio, ranked #33.

Elevate Capital Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2025. 2,154 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Elevate Capital Advisors held 17,902 shares of Coca-Cola worth $1.45M as of Q2 2026.
Elevate Capital Advisors sold 15,102 Coca-Cola shares in Q2 2026, an estimated $1.19M.
Coca-Cola made up 0.8% of Elevate Capital Advisors's portfolio in Q2 2026, its #33 holding.
Elevate Capital Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's Coca-Cola position peaked at $2.7M in Q4 2025.
2,154 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.