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

FSM 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 		$931K Buy
11,458
+269
+2% +$21.2K 0.1% 116
2026
Q1 		$851K Buy
11,189
+865
+8% +$65.4K 0.11% 107
2025
Q4 		$722K Buy
10,324
+18
+0.2% +$1.25K 0.1% 118
2025
Q3 		$684K Buy
10,306
+740
+8% +$50.9K 0.1% 128
2025
Q2 		$679K Buy
9,566
+4,443
+87% +$316K 0.11% 118
2025
Q1 		$367K Buy
5,123
+1,217
+31% +$81.3K 0.08% 138
2024
Q4 		$243K Sell
3,906
-211
-5% -$13.8K 0.06% 160
2024
Q3 		$296K Buy
4,117
+555
+16% +$38K 0.08% 132
2024
Q2 		$227K Buy
3,562
+149
+4% +$9.22K 0.08% 144
2024
Q1 		$209K Buy
+3,413
New +$205K 0.07% 157
2023
Q3 		– Sell
-3,553
Closed -$211K – 162
2023
Q2 		$211K Buy
3,553
+69
+2% +$4.29K 0.11% 159
2023
Q1 		$216K Buy
3,484
+225
+7% +$13.6K 0.13% 143
2022
Q4 		$207K Buy
+3,259
New +$197K 0.15% 133

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

FSM Wealth Advisors increased its Coca-Cola (KO) stake by 2.4% in Q2 2026, buying an estimated $21.2K and bringing the position to 11,458 shares worth $931K. The position accounts for 0.1% of the portfolio, ranked #116.

FSM Wealth Advisors first reported a position in KO in Q4 2022 and has held it in 13 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • FSM Wealth Advisors held 11,458 shares of Coca-Cola worth $931K as of Q2 2026.
  • FSM Wealth Advisors bought 269 Coca-Cola shares in Q2 2026, an estimated $21.2K.
  • Coca-Cola made up 0.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • FSM Wealth Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.