Evoke Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-31,031
| Closed | -$2.38M | – | 360 |
|
|
2026
Q1 | $2.38M | Buy |
31,031
+4,243
| +16% | +$321K | 0.04% | 163 |
|
|
2025
Q4 | $1.87M | Buy |
26,788
+1,674
| +7% | +$117K | 0.04% | 189 |
|
|
2025
Q3 | $1.68M | Buy |
25,114
+1,270
| +5% | +$87.4K | 0.03% | 193 |
|
|
2025
Q2 | $1.7M | Buy |
23,844
+2,467
| +12% | +$176K | 0.04% | 179 |
|
|
2025
Q1 | $1.54M | Sell |
21,377
-660
| -3% | -$44.1K | 0.04% | 158 |
|
|
2024
Q4 | $1.37M | Buy |
22,037
+6,699
| +44% | +$437K | 0.04% | 162 |
|
|
2024
Q3 | $1.11M | Buy |
+15,338
| New | +$1.05M | 0.03% | 178 |
|
|
2024
Q2 | – | Sell |
-14,979
| Closed | -$924K | – | 256 |
|
|
2024
Q1 | $924K | Buy |
+14,979
| New | +$900K | 0.03% | 182 |
|
|
2023
Q4 | – | Sell |
-16,351
| Closed | -$923K | – | 226 |
|
|
2023
Q3 | $923K | Buy |
16,351
+1,754
| +12% | +$105K | 0.03% | 183 |
|
|
2023
Q2 | $885K | Sell |
14,597
-58,104
| -80% | -$3.61M | 0.03% | 171 |
|
|
2023
Q1 | $873K | Sell |
72,701
-2,067
| -3% | -$125K | 0.03% | 167 |
|
|
2022
Q4 | $1.01M | Buy |
74,768
+58,674
| +365% | +$3.54M | 0.04% | 162 |
|
|
2022
Q3 | $854K | Buy |
16,094
+5,482
| +52% | +$341K | 0.03% | 165 |
|
|
2022
Q2 | $672K | Buy |
10,612
+271
| +3% | +$17.2K | 0.02% | 195 |
|
|
2022
Q1 | $646K | Buy |
10,341
+816
| +9% | +$49.6K | 0.02% | 210 |
|
|
2021
Q4 | $508K | Sell |
9,525
-56
| -0.6% | -$3.12K | 0.02% | 238 |
|
|
2021
Q3 | $456K | Sell |
9,581
-822
| -8% | -$45.8K | 0.02% | 239 |
|
|
2021
Q2 | $516K | Buy |
10,403
+443
| +4% | +$24.1K | 0.02% | 236 |
|
|
2021
Q1 | $529K | Buy |
9,960
+519
| +5% | +$26.1K | 0.02% | 210 |
|
|
2020
Q4 | $518K | Sell |
9,441
-851
| -8% | -$44K | 0.03% | 148 |
|
|
2020
Q3 | $512K | Sell |
10,292
-40
| -0.4% | -$1.92K | 0.04% | 132 |
|
|
2020
Q2 | $466K | Sell |
10,332
-425
| -4% | -$19.6K | 0.05% | 117 |
|
|
2020
Q1 | $480K | Sell |
10,757
-7,351
| -41% | -$397K | 0.07% | 102 |
|
|
2019
Q4 | $1M | Sell |
18,108
-1,762
| -9% | -$94.7K | 0.13% | 78 |
|
|
2019
Q3 | $1.09M | Buy |
+19,870
| New | +$1.06M | 0.13% | 84 |
|
Other funds holding KO
Evoke Wealth's KO Position: Q2 2026 in Review
Evoke Wealth sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 31,031 shares — an estimated $2.38M sold.
Evoke Wealth first reported a position in KO in Q3 2019 and held it in 25 quarters. The position peaked at $2.38M in Q1 2026. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Evoke Wealth reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 31,031 Coca-Cola shares in Q2 2026, an estimated $2.38M.
- Evoke Wealth first reported a position in Coca-Cola in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's Coca-Cola position peaked at $2.38M in Q1 2026.
- 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.