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 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

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

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

Inspirion Wealth Advisors increased its Coca-Cola (KO) stake by 0.04% in Q2 2026, buying an estimated $79 and bringing the position to 2,648 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #175.

Inspirion Wealth Advisors first reported a position in KO in Q2 2022 and has held it in 4 quarters since. 1,851 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Inspirion Wealth Advisors held 2,648 shares of Coca-Cola worth $215K as of Q2 2026.
Inspirion Wealth Advisors bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.02% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Inspirion Wealth Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 4 quarters since.
1,851 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.