JWCA
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J.W. Cole Advisors’s Coca-Cola KO Stock Holding History

J.W. Cole 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 		$13.8M Buy
+170,249
New +$13.4M 0.24% 82
2026
Q1 		– Sell
-167,583
Closed -$10.6M – 1166
2025
Q4 		$10.6M Sell
167,583
-1,473
-0.9% -$103K 0.26% 78
2025
Q3 		$11.2M Buy
169,056
+4,533
+3% +$312K 0.21% 92
2025
Q2 		$11.6M Sell
164,523
-4,506
-3% -$321K 0.25% 75
2025
Q1 		$12.1M Buy
169,029
+81,723
+94% +$5.46M 0.38% 45
2024
Q4 		$5.44M Buy
87,306
+1,143
+1% +$74.6K 0.22% 102
2024
Q3 		$6.19M Buy
86,163
+2,552
+3% +$175K 0.26% 81
2024
Q2 		$5.32M Buy
83,611
+394
+0.5% +$24.4K 0.25% 83
2024
Q1 		$5.09M Sell
83,217
-519
-0.6% -$31.2K 0.26% 86
2023
Q4 		$4.93M Buy
83,736
+5,861
+8% +$333K 0.29% 82
2023
Q3 		$4.36M Sell
77,875
-2,098
-3% -$126K 0.32% 72
2023
Q2 		$4.82M Sell
79,973
-7,182
-8% -$447K 0.34% 65
2023
Q1 		$5.41M Buy
87,155
+8,807
+11% +$533K 0.38% 56
2022
Q4 		$4.98M Buy
78,348
+836
+1% +$50.5K 0.38% 61
2022
Q3 		$4.34M Sell
77,512
-4,626
-6% -$288K 0.36% 61
2022
Q2 		$5.17M Sell
82,138
-3,151
-4% -$200K 0.41% 49
2022
Q1 		$5.29M Sell
85,289
-5,323
-6% -$324K 0.35% 59
2021
Q4 		$5.37M Sell
90,612
-316
-0.3% -$17.6K 0.35% 60
2021
Q3 		$4.77M Buy
90,928
+1,232
+1% +$68.7K 0.34% 52
2021
Q2 		$4.85M Buy
89,696
+42,316
+89% +$2.3M 0.38% 55
2021
Q1 		$2.5M Sell
47,380
-2,203
-4% -$111K 0.24% 101
2020
Q4 		$2.72M Sell
49,583
-62,206
-56% -$3.22M 0.28% 85
2020
Q3 		$5.52M Buy
111,789
+60,754
+119% +$2.92M 0.42% 46
2020
Q2 		$2.28M Buy
+51,035
New +$2.35M 0.34% 83
2020
Q1 		– Sell
-45,915
Closed -$2.54M – 325
2019
Q4 		$2.54M Buy
+45,915
New +$2.47M 0.32% 81

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

J.W. Cole Advisors's KO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 170,249 shares worth $13.8M. The stake represents 0.24% of the portfolio and ranks #82 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in KO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in KO in Q4 2019 and has held it in 25 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • J.W. Cole Advisors held 170,249 shares of Coca-Cola worth $13.8M as of Q2 2026.
  • Coca-Cola was a new J.W. Cole Advisors position in Q2 2026.
  • Coca-Cola made up 0.24% of J.W. Cole Advisors's portfolio in Q2 2026, its #82 holding.
  • J.W. Cole Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 25 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.