Financial Engines 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 | $1.2M | Buy |
14,798
+1,958
| +15% | +$155K | ﹤0.01% | 296 |
|
|
2026
Q1 | $976K | Sell |
12,840
-326
| -2% | -$24.6K | ﹤0.01% | 307 |
|
|
2025
Q4 | $920K | Buy |
13,166
+113
| +0.9% | +$7.88K | ﹤0.01% | 321 |
|
|
2025
Q3 | $866K | Buy |
13,053
+552
| +4% | +$38K | ﹤0.01% | 321 |
|
|
2025
Q2 | $884K | Buy |
12,501
+5,964
| +91% | +$425K | ﹤0.01% | 308 |
|
|
2025
Q1 | $468K | Sell |
6,537
-3,783
| -37% | -$253K | ﹤0.01% | 331 |
|
|
2024
Q4 | $643K | Buy |
10,320
+4,847
| +89% | +$316K | ﹤0.01% | 301 |
|
|
2024
Q3 | $395K | Buy |
5,473
+727
| +15% | +$49.8K | ﹤0.01% | 303 |
|
|
2024
Q2 | $304K | Buy |
4,746
+758
| +19% | +$46.9K | ﹤0.01% | 305 |
|
|
2024
Q1 | $246K | Buy |
3,988
+498
| +14% | +$29.9K | ﹤0.01% | 312 |
|
|
2023
Q4 | $206K | Sell |
3,490
-3,566
| -51% | -$203K | ﹤0.01% | 305 |
|
|
2023
Q3 | $398K | Buy |
7,056
+1,941
| +38% | +$116K | ﹤0.01% | 219 |
|
|
2023
Q2 | $310K | Buy |
5,115
+1,810
| +55% | +$113K | ﹤0.01% | 241 |
|
|
2023
Q1 | $206K | Sell |
3,305
-263
| -7% | -$15.9K | ﹤0.01% | 280 |
|
|
2022
Q4 | $227K | Sell |
3,568
-2,291
| -39% | -$138K | ﹤0.01% | 268 |
|
|
2022
Q3 | $330K | Buy |
5,859
+24
| +0.4% | +$1.49K | ﹤0.01% | 233 |
|
|
2022
Q2 | $369K | Buy |
5,835
+647
| +12% | +$41K | ﹤0.01% | 227 |
|
|
2022
Q1 | $323K | Buy |
+5,188
| New | +$316K | ﹤0.01% | 245 |
|
|
2021
Q3 | – | Sell |
-4,911
| Closed | -$268K | – | 277 |
|
|
2021
Q2 | $268K | Sell |
4,911
-190
| -4% | -$10.3K | ﹤0.01% | 187 |
|
|
2021
Q1 | $271K | Sell |
5,101
-375
| -7% | -$18.9K | ﹤0.01% | 226 |
|
|
2020
Q4 | $300K | Buy |
5,476
+239
| +5% | +$12.4K | ﹤0.01% | 205 |
|
|
2020
Q3 | $260K | Buy |
+5,237
| New | +$252K | ﹤0.01% | 201 |
|
|
2018
Q4 | – | Sell |
-143
| Closed | -$7K | – | 149 |
|
|
2018
Q3 | $7K | Buy |
143
+100
| +233% | +$4.57K | ﹤0.01% | 105 |
|
|
2018
Q2 | $2K | Sell |
43
-1
| -2% | -$43 | ﹤0.01% | 129 |
|
|
2018
Q1 | $2K | Buy |
44
+25
| +132% | +$1.12K | ﹤0.01% | 120 |
|
|
2017
Q4 | $1K | Buy |
+19
| New | +$873 | ﹤0.01% | 189 |
|
|
2017
Q3 | – | Sell |
-28
| Closed | -$1K | – | 103 |
|
|
2017
Q2 | $1K | Buy |
+28
| New | +$1.24K | ﹤0.01% | 73 |
|
Other funds holding KO
Financial Engines Advisors's KO Position: Q2 2026 in Review
Financial Engines Advisors increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $155K and bringing the position to 14,798 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #296.
Financial Engines Advisors first reported a position in KO in Q2 2017 and has held it in 27 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Financial Engines Advisors held 14,798 shares of Coca-Cola worth $1.2M as of Q2 2026.
- Financial Engines Advisors bought 1,958 Coca-Cola shares in Q2 2026, an estimated $155K.
- Coca-Cola made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #296 holding.
- Financial Engines Advisors first reported a position in Coca-Cola in Q2 2017 and has held it in 27 quarters since.
- 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.