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

Inspirion 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 Q3	$228K	Hold	2,648	–	–	0.03%	170
2026 Q2	$215K	Buy	2,648 +1	+0%	+$79	0.02%	175
2026 Q1	$201K	Buy	+2,647	New	+$200K	0.03%	170
2023 Q2	–	Sell	-3,306	Closed	-$205K	–	145
2023 Q1	$205K	Buy	+3,306	New	+$200K	0.04%	132
2022 Q3	–	Sell	-3,349	Closed	-$211K	–	123
2022 Q2	$211K	Buy	+3,349	New	+$212K	0.05%	111

Other funds holding KO

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Inspirion Wealth Advisors's KO Position: Q3 2026 in Review

Inspirion Wealth Advisors held its Coca-Cola (KO) position steady in Q3 2026 at 2,648 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #170.

Inspirion Wealth Advisors first reported a position in KO in Q2 2022 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Inspirion Wealth Advisors held 2,648 shares of Coca-Cola worth $228K as of Q3 2026.
Inspirion Wealth Advisors left its Coca-Cola share count unchanged in Q3 2026.
Coca-Cola made up 0.03% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #170 holding.
Inspirion Wealth Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 5 quarters since.
217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.