Emergent Wealth Advisors’s Coca-Cola KO Stock Holding History

Emergent Wealth 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	$219K	Buy	2,689 +53	+2%	+$4.19K	0.11%	113
2026 Q1	$200K	Buy	+2,636	New	+$199K	0.12%	123
2025 Q4	–	Sell	-3,099	Closed	-$205K	–	138
2025 Q3	$205K	Buy	+3,099	New	+$213K	0.12%	121

Other funds holding KO

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Emergent Wealth Advisors's KO Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Coca-Cola (KO) stake by 2% in Q2 2026, buying an estimated $4.19K and bringing the position to 2,689 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #113.

Emergent Wealth Advisors first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 1,503 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Emergent Wealth Advisors held 2,689 shares of Coca-Cola worth $219K as of Q2 2026.
Emergent Wealth Advisors bought 53 Coca-Cola shares in Q2 2026, an estimated $4.19K.
Coca-Cola made up 0.11% of Emergent Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Emergent Wealth Advisors first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
1,503 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.