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

Kingswood 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	$6.82M	Buy	83,876 +4,154	+5%	+$328K	0.27%	78
2026 Q1	$6.06M	Buy	79,722 +1,329	+2%	+$100K	0.29%	77
2025 Q4	$5.48M	Buy	78,393 +23,829	+44%	+$1.66M	0.26%	90
2025 Q3	$3.62M	Buy	54,564 +6,518	+14%	+$449K	0.22%	113
2025 Q2	$3.4M	Buy	48,046 +1,135	+2%	+$80.8K	0.27%	83
2025 Q1	$3.36M	Sell	46,911 -4,369	-9%	-$292K	0.31%	76
2024 Q4	$3.19M	Sell	51,280 -34,825	-40%	-$2.27M	0.24%	91
2024 Q3	$6.19M	Buy	86,105 +42,733	+99%	+$2.93M	0.44%	43
2024 Q2	$2.76M	Buy	43,372 +2,508	+6%	+$155K	0.25%	85
2024 Q1	$2.5M	Buy	40,864 +1,822	+5%	+$109K	0.29%	77
2023 Q4	$2.3M	Buy	39,042 +35,421	+978%	+$2.01M	0.26%	81
2023 Q3	$1.81M	Buy	3,621 +5	+0.1%	+$300	0.31%	83
2023 Q2	$218K	Buy	+3,616	New	+$225K	0.07%	243

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Coca-Cola (KO) stake by 5.2% in Q2 2026, buying an estimated $328K and bringing the position to 83,876 shares worth $6.82M. The position accounts for 0.27% of the portfolio, ranked #78.

Kingswood Wealth Advisors first reported a position in KO in Q2 2023 and has held it in 13 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Kingswood Wealth Advisors held 83,876 shares of Coca-Cola worth $6.82M as of Q2 2026.
Kingswood Wealth Advisors bought 4,154 Coca-Cola shares in Q2 2026, an estimated $328K.
Coca-Cola made up 0.27% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Kingswood Wealth Advisors first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.