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

Flagship 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 		$290K Buy
3,572
+172
+5% +$13.6K 0.07% 124
2026
Q1 		$241K Sell
3,400
-172
-5% -$13K 0.1% 93
2025
Q4 		$250K Hold
3,572
– – 0.07% 109
2025
Q3 		$237K Buy
3,572
+172
+5% +$11.8K 0.08% 104
2025
Q2 		$241K Hold
3,400
– – 0.09% 103
2025
Q1 		$244K Hold
3,400
– – 0.1% 97
2024
Q4 		$212K Buy
+3,400
New +$222K 0.12% 90

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Flagship Wealth Advisors increased its Coca-Cola (KO) stake by 5.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 3,572 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #124.

Flagship Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,827 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Flagship Wealth Advisors held 3,572 shares of Coca-Cola worth $290K as of Q2 2026.
  • Flagship Wealth Advisors bought 172 Coca-Cola shares in Q2 2026, an estimated $13.6K.
  • Coca-Cola made up 0.07% of Flagship Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Flagship Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.