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Everpar Advisors’s Coca-Cola KO Stock Holding History

Everpar 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 		$1.18M Buy
14,504
+125
+0.9% +$9.87K 0.34% 65
2026
Q1 		$1.09M Buy
14,379
+1,742
+14% +$132K 0.38% 55
2025
Q4 		$883K Sell
12,637
-2,985
-19% -$208K 0.33% 62
2025
Q3 		$1.04M Sell
15,622
-252
-2% -$17.3K 0.41% 48
2025
Q2 		$1.12M Sell
15,874
-3,936
-20% -$280K 0.51% 35
2025
Q1 		$1.42M Buy
19,810
+3,176
+19% +$212K 0.75% 30
2024
Q4 		$1.04M Sell
16,634
-349
-2% -$22.8K 0.52% 35
2024
Q3 		$1.22M Sell
16,983
-1,694
-9% -$116K 0.63% 31
2024
Q2 		$1.19M Buy
18,677
+2,943
+19% +$182K 0.6% 34
2024
Q1 		$963K Sell
15,734
-5,760
-27% -$346K 0.59% 37
2023
Q4 		$1.27M Buy
+21,494
New +$1.22M 0.59% 30

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Everpar Advisors's KO Position: Q2 2026 in Review

Everpar Advisors increased its Coca-Cola (KO) stake by 0.87% in Q2 2026, buying an estimated $9.87K and bringing the position to 14,504 shares worth $1.18M. The position accounts for 0.34% of the portfolio, ranked #65.

Everpar Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q1 2025. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Everpar Advisors held 14,504 shares of Coca-Cola worth $1.18M as of Q2 2026.
  • Everpar Advisors bought 125 Coca-Cola shares in Q2 2026, an estimated $9.87K.
  • Coca-Cola made up 0.34% of Everpar Advisors's portfolio in Q2 2026, its #65 holding.
  • Everpar Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Coca-Cola position peaked at $1.42M in Q1 2025.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.