Exit Wealth Advisors’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
$215K Buy
+2,642
New +$209K 0.1% 140
2026
Q1
Sell
-4,344
Closed -$304K 143
2025
Q4
$304K Sell
4,344
-1,748
-29% -$122K 0.18% 102
2025
Q3
$404K Buy
+6,092
New +$419K 0.27% 84

Other funds holding KO

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

Exit Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,642 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #140 among its holdings. This is a return to the name: Exit Wealth Advisors previously reported a position in KO as recently as Q4 2025.

Exit Wealth Advisors first reported a position in KO in Q3 2025 and has held it in 3 quarters since. The position peaked at $404K in Q3 2025. 3,618 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Exit Wealth Advisors held 2,642 shares of Coca-Cola worth $215K as of Q2 2026.
  • Coca-Cola was a new Exit Wealth Advisors position in Q2 2026.
  • Coca-Cola made up 0.1% of Exit Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Exit Wealth Advisors first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
  • Exit Wealth Advisors's Coca-Cola position peaked at $404K in Q3 2025.
  • 3,618 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.