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

Evolution 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	$225K	Buy	+2,769	New	+$219K	0.03%	164
2021 Q4	–	Sell	-1,509	Closed	-$79K	–	409
2021 Q3	$79K	Buy	1,509 +925	+158%	+$51.6K	0.02%	165
2021 Q2	$32K	Sell	584 -139	-19%	-$7.56K	0.01%	247
2021 Q1	$38K	Buy	723 +139	+24%	+$7K	0.01%	223
2020 Q4	$32K	Hold	584	–	–	0.01%	215
2020 Q3	$29K	Sell	584 -43	-7%	-$2.07K	0.01%	238
2020 Q2	$28K	Buy	627 +332	+113%	+$15.3K	0.01%	182
2020 Q1	$13K	Sell	295 -1,143	-79%	-$61.7K	0.01%	187
2019 Q4	$80K	Buy	1,438 +1,146	+392%	+$61.6K	0.02%	124
2019 Q3	$16K	Sell	292 -52	-15%	-$2.78K	0.01%	124
2019 Q2	$18K	Buy	+344	New	+$16.9K	0.01%	135

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

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

Evolution Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,769 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Evolution Wealth Advisors previously reported a position in KO as recently as Q3 2021.

Evolution Wealth Advisors first reported a position in KO in Q2 2019 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Evolution Wealth Advisors held 2,769 shares of Coca-Cola worth $225K as of Q2 2026.
Coca-Cola was a new Evolution Wealth Advisors position in Q2 2026.
Coca-Cola made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Evolution Wealth Advisors first reported a position in Coca-Cola in Q2 2019 and has held it in 11 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.