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

Gratus 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	$660K	Buy	8,127 +605	+8%	+$47.8K	0.08%	78
2026 Q1	$572K	Sell	7,522 -52	-0.7%	-$3.93K	0.08%	80
2025 Q4	$530K	Sell	7,574 -443	-6%	-$30.9K	0.07%	87
2025 Q3	$532K	Sell	8,017 -225	-3%	-$15.5K	0.07%	95
2025 Q2	$583K	Buy	8,242 +100	+1%	+$7.12K	0.09%	83
2025 Q1	$583K	Sell	8,142 -2,615	-24%	-$175K	0.1%	82
2024 Q4	$670K	Sell	10,757 -1,818	-14%	-$119K	0.11%	78
2024 Q3	$868K	Sell	12,575 -791	-6%	-$54.2K	0.14%	68
2024 Q2	$873K	Buy	13,366 +914	+7%	+$56.6K	0.15%	67
2024 Q1	$734K	Buy	12,452 +2,895	+30%	+$174K	0.13%	74
2023 Q4	$563K	Buy	+9,557	New	+$543K	0.11%	78

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Gratus Wealth Advisors increased its Coca-Cola (KO) stake by 8% in Q2 2026, buying an estimated $47.8K and bringing the position to 8,127 shares worth $660K. The position accounts for 0.08% of the portfolio, ranked #78.

Gratus Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $873K in Q2 2024. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Gratus Wealth Advisors held 8,127 shares of Coca-Cola worth $660K as of Q2 2026.
Gratus Wealth Advisors bought 605 Coca-Cola shares in Q2 2026, an estimated $47.8K.
Coca-Cola made up 0.08% of Gratus Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Gratus Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's Coca-Cola position peaked at $873K in Q2 2024.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.