PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Coca-Cola KO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$611K	Buy	7,514 +48	+0.6%	+$3.79K	0.16%	90
2026 Q1	$568K	Hold	7,466	–	–	0.17%	89
2025 Q4	$522K	Buy	7,466 +102	+1%	+$7.11K	0.15%	90
2025 Q3	$488K	Buy	7,364 +48	+0.7%	+$3.3K	0.15%	85
2025 Q2	$518K	Buy	7,316 +1,700	+30%	+$121K	0.17%	81
2025 Q1	$402K	Hold	5,616	–	–	0.15%	96
2024 Q4	$350K	Buy	5,616 +70	+1%	+$4.57K	0.14%	103
2024 Q3	$399K	Sell	5,546 -32	-0.6%	-$2.19K	0.2%	66
2024 Q2	$355K	Buy	5,578 +39	+0.7%	+$2.41K	0.2%	68
2024 Q1	$339K	Buy	5,539 +5	+0.1%	+$300	0.22%	67
2023 Q4	$326K	Buy	5,534 +77	+1%	+$4.37K	0.21%	64
2023 Q3	$306K	Buy	5,457 +4,759	+682%	+$285K	0.22%	63
2023 Q2	$327K	Sell	698 -4,688	-87%	-$292K	0.24%	57
2023 Q1	$334K	Buy	5,386 +70	+1%	+$4.24K	0.26%	52
2022 Q4	$338K	Buy	+5,316	New	+$321K	0.29%	46

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Coca-Cola (KO) stake by 0.64% in Q2 2026, buying an estimated $3.79K and bringing the position to 7,514 shares worth $611K. The position accounts for 0.16% of the portfolio, ranked #90.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 7,514 shares of Coca-Cola worth $611K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 48 Coca-Cola shares in Q2 2026, an estimated $3.79K.
Coca-Cola made up 0.16% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #90 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.