Empower Advisory Group
KO icon

Empower Advisory Group’s Coca-Cola KO Stock Holding History

Empower Advisory Group’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 		$121M Buy
1,483,851
+168,927
+13% +$13.3M 0.29% 64
2026
Q1 		$100M Buy
1,314,924
+77,888
+6% +$5.89M 0.26% 80
2025
Q4 		$86.5M Sell
1,237,036
-14,288
-1% -$996K 0.23% 82
2025
Q3 		$83M Buy
1,251,324
+33,711
+3% +$2.32M 0.23% 88
2025
Q2 		$86.1M Buy
1,217,613
+31,445
+3% +$2.24M 0.26% 81
2025
Q1 		$85M Buy
1,186,168
+41,560
+4% +$2.78M 0.28% 68
2024
Q4 		$71.3M Buy
1,144,608
+37,830
+3% +$2.47M 0.24% 86
2024
Q3 		$79.5M Buy
1,106,778
+26,475
+2% +$1.81M 0.27% 82
2024
Q2 		$68.8M Buy
1,080,303
+12,503
+1% +$774K 0.26% 83
2024
Q1 		$65.3M Buy
1,067,800
+23,286
+2% +$1.4M 0.24% 96
2023
Q4 		$61.6M Buy
1,044,514
+21,300
+2% +$1.21M 0.24% 91
2023
Q3 		$57.3M Buy
1,023,214
+16,214
+2% +$972K 0.25% 82
2023
Q2 		$60.6M Sell
1,007,000
-453,938
-31% -$28.2M 0.26% 83
2023
Q1 		$91.2M Buy
+1,460,938
New +$88.5M 0.41% 53

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

Empower Advisory Group's KO Position: Q2 2026 in Review

Empower Advisory Group increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $13.3M and bringing the position to 1,483,851 shares worth $121M. The position accounts for 0.29% of the portfolio, ranked #64.

Empower Advisory Group first reported a position in KO in Q1 2023 and has held it in 14 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Empower Advisory Group held 1,483,851 shares of Coca-Cola worth $121M as of Q2 2026.
  • Empower Advisory Group bought 168,927 Coca-Cola shares in Q2 2026, an estimated $13.3M.
  • Coca-Cola made up 0.29% of Empower Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Empower Advisory Group first reported a position in Coca-Cola in Q1 2023 and has held it in 14 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.