Global Wealth Management Investment Advisory’s Coca-Cola KO Stock Holding History

Global Wealth Management Investment Advisory’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	$5.29M	Buy	65,130 +2,302	+4%	+$182K	0.75%	47
2026 Q1	$4.78M	Buy	62,828 +1,283	+2%	+$97K	0.75%	46
2025 Q4	$4.3M	Buy	61,545 +13,739	+29%	+$958K	0.69%	54
2025 Q3	$3.17M	Sell	47,806 -16,641	-26%	-$1.15M	0.53%	67
2025 Q2	$4.56M	Sell	64,447 -6,732	-9%	-$480K	0.86%	41
2025 Q1	$5.1M	Buy	71,179 +1,918	+3%	+$128K	1.02%	29
2024 Q4	$4.31M	Buy	69,261 +3,841	+6%	+$251K	0.89%	37
2024 Q3	$4.7M	Sell	65,420 -254	-0.4%	-$17.4K	1.01%	32
2024 Q2	$4.18M	Buy	65,674 +3,424	+6%	+$212K	0.97%	34
2024 Q1	$3.81M	Buy	62,250 +770	+1%	+$46.3K	0.93%	38
2023 Q4	$3.62M	Buy	61,480 +925	+2%	+$52.5K	0.93%	34
2023 Q3	$3.39M	Buy	60,555 +1,117	+2%	+$67K	0.95%	33
2023 Q2	$3.58M	Buy	59,438 +1,548	+3%	+$96.3K	0.98%	33
2023 Q1	$3.59M	Buy	57,890 +1,214	+2%	+$73.5K	1.08%	30
2022 Q4	$3.61M	Buy	56,676 +1,965	+4%	+$119K	1.17%	27
2022 Q3	$3.06M	Buy	54,711 +2,053	+4%	+$128K	1.09%	31
2022 Q2	$3.31M	Buy	52,658 +4,758	+10%	+$302K	1.12%	31
2022 Q1	$2.97M	Buy	47,900 +1,870	+4%	+$114K	0.88%	41
2021 Q4	$2.73M	Buy	46,030 +1,371	+3%	+$76.3K	0.82%	45
2021 Q3	$2.34M	Buy	44,659 +1,414	+3%	+$78.8K	0.74%	51
2021 Q2	$2.34M	Buy	43,245 +1,092	+3%	+$59.4K	0.78%	46
2021 Q1	$2.22M	Buy	42,153 +3,660	+10%	+$184K	0.8%	43
2020 Q4	$2.11M	Buy	38,493 +533	+1%	+$27.6K	0.82%	41
2020 Q3	$1.87M	Buy	37,960 +4,352	+13%	+$209K	0.81%	42
2020 Q2	$1.5M	Buy	33,608 +783	+2%	+$36.1K	0.64%	57
2020 Q1	$1.45M	Buy	32,825 +6,041	+23%	+$326K	0.73%	54
2019 Q4	$1.48M	Buy	26,784 +803	+3%	+$43.2K	0.63%	58
2019 Q3	$1.41M	Buy	25,981 +561	+2%	+$30K	0.65%	58
2019 Q2	$1.29M	Buy	25,420 +163	+0.6%	+$7.99K	0.63%	57
2019 Q1	$1.18M	Sell	25,257 -8,138	-24%	-$381K	0.61%	57
2018 Q4	$1.58M	Buy	+33,395	New	+$1.6M	0.92%	41

Other funds holding KO

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's KO Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Coca-Cola (KO) stake by 3.7% in Q2 2026, buying an estimated $182K and bringing the position to 65,130 shares worth $5.29M. The position accounts for 0.75% of the portfolio, ranked #47.

Global Wealth Management Investment Advisory first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 1,866 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Global Wealth Management Investment Advisory held 65,130 shares of Coca-Cola worth $5.29M as of Q2 2026.
Global Wealth Management Investment Advisory bought 2,302 Coca-Cola shares in Q2 2026, an estimated $182K.
Coca-Cola made up 0.75% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #47 holding.
Global Wealth Management Investment Advisory first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
1,866 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.