EWA
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EverSource Wealth Advisors’s Coca-Cola KO Stock Holding History

EverSource 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 		$2.15M Sell
26,422
-14,225
-35% -$1.12M 0.07% 208
2026
Q1 		$3.09M Buy
40,647
+14,552
+56% +$1.1M 0.09% 163
2025
Q4 		$1.82M Sell
26,095
-4
-0% -$279 0.07% 206
2025
Q3 		$1.73M Buy
26,099
+66
+0.3% +$4.54K 0.07% 193
2025
Q2 		$1.84M Sell
26,033
-100
-0.4% -$7.12K 0.08% 176
2025
Q1 		$1.87M Buy
26,133
+9,977
+62% +$666K 0.1% 158
2024
Q4 		$1.01M Buy
16,156
+677
+4% +$44.2K 0.06% 245
2024
Q3 		$1.11M Buy
15,479
+2,487
+19% +$170K 0.07% 204
2024
Q2 		$867K Buy
12,992
+573
+5% +$35.5K 0.06% 234
2024
Q1 		$767K Buy
12,419
+1,722
+16% +$103K 0.06% 218
2023
Q4 		$630K Buy
10,697
+925
+9% +$52.5K 0.06% 217
2023
Q3 		$547K Sell
9,772
-2,060
-17% -$124K 0.06% 219
2023
Q2 		$713K Buy
11,832
+472
+4% +$29.4K 0.08% 196
2023
Q1 		$705K Sell
11,360
-1,951
-15% -$118K 0.09% 175
2022
Q4 		$847K Sell
13,311
-2,374
-15% -$143K 0.13% 133
2022
Q3 		$878K Sell
15,685
-2,702
-15% -$168K 0.2% 97
2022
Q2 		$1.16M Buy
18,387
+1,768
+11% +$112K 0.3% 58
2022
Q1 		$1.03M Buy
16,619
+4,838
+41% +$294K 0.26% 66
2021
Q4 		$697K Buy
+11,781
New +$656K 0.2% 89

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Coca-Cola (KO) stake by 35% in Q2 2026, selling an estimated $1.12M and leaving 26,422 shares worth $2.15M. The position accounts for 0.07% of the portfolio, ranked #208.

EverSource Wealth Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.09M in Q1 2026. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • EverSource Wealth Advisors held 26,422 shares of Coca-Cola worth $2.15M as of Q2 2026.
  • EverSource Wealth Advisors sold 14,225 Coca-Cola shares in Q2 2026, an estimated $1.12M.
  • Coca-Cola made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • EverSource Wealth Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Coca-Cola position peaked at $3.09M in Q1 2026.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.