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

Etesian 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	$224K	Hold	2,758	–	–	0.07%	131
2026 Q1	$210K	Buy	+2,758	New	+$209K	0.07%	133
2024 Q4	–	Sell	-3,126	Closed	-$225K	–	145
2024 Q3	$225K	Buy	+3,126	New	+$214K	0.1%	136
2023 Q2	–	Sell	-3,257	Closed	-$202K	–	109
2023 Q1	$202K	Hold	3,257	–	–	0.13%	105
2022 Q4	$207K	Buy	+3,257	New	+$197K	0.15%	104

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

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

Etesian Wealth Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 2,758 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #131.

Etesian Wealth Advisors first reported a position in KO in Q4 2022 and has held it in 5 quarters since. The position peaked at $225K in Q3 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Etesian Wealth Advisors held 2,758 shares of Coca-Cola worth $224K as of Q2 2026.
Etesian Wealth Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.07% of Etesian Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Etesian Wealth Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 5 quarters since.
Etesian Wealth Advisors's Coca-Cola position peaked at $225K in Q3 2024.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.