Elevate Wealth Advisory’s Coca-Cola KO Stock Holding History

Elevate Wealth Advisory’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	$572K	Sell	6,996 -98	-1%	-$7.74K	0.33%	44
2026 Q1	$543K	Buy	+7,094	New	+$536K	0.34%	46
2025 Q4	–	Sell	-6,786	Closed	-$453K	–	127
2025 Q3	$453K	Sell	6,786 -2,629	-28%	-$181K	0.33%	47
2025 Q2	$671K	Buy	9,415 +141	+2%	+$10K	0.48%	38
2025 Q1	$669K	Buy	9,274 +19	+0.2%	+$1.27K	0.47%	38
2024 Q4	$576K	Buy	9,255 +37	+0.4%	+$2.42K	0.43%	41
2024 Q3	$667K	Sell	9,218 -698	-7%	-$47.8K	0.5%	35
2024 Q2	$636K	Buy	9,916 +6,339	+177%	+$392K	0.52%	34
2024 Q1	$221K	Sell	3,577 -23	-0.6%	-$1.38K	0.19%	58
2023 Q4	$212K	Buy	+3,600	New	+$204K	0.19%	57

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

Elevate Wealth Advisory's KO Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its Coca-Cola (KO) stake by 1.4% in Q2 2026, selling an estimated $7.74K and leaving 6,996 shares worth $572K. The position accounts for 0.33% of the portfolio, ranked #44.

Elevate Wealth Advisory first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $671K in Q2 2025. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Elevate Wealth Advisory held 6,996 shares of Coca-Cola worth $572K as of Q2 2026.
Elevate Wealth Advisory sold 98 Coca-Cola shares in Q2 2026, an estimated $7.74K.
Coca-Cola made up 0.33% of Elevate Wealth Advisory's portfolio in Q2 2026, its #44 holding.
Elevate Wealth Advisory first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Coca-Cola position peaked at $671K in Q2 2025.
3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.