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Laurel Wealth Advisors (North Carolina)’s Coca-Cola KO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$7.51M Sell
92,434
-475
-0.5% -$37.5K 0.73% 31
2026
Q1 		$7.29M Buy
92,909
+2,597
+3% +$196K 0.72% 30
2025
Q4 		$6.31M Buy
90,312
+708
+0.8% +$49.4K 0.83% 31
2025
Q3 		$5.94M Buy
89,604
+2,683
+3% +$185K 0.83% 33
2025
Q2 		$6.15M Buy
86,921
+3,129
+4% +$223K 0.92% 29
2025
Q1 		$6M Sell
83,792
-435
-0.5% -$29.1K 0.94% 30
2024
Q4 		$5.24M Sell
84,227
-204
-0.2% -$13.3K 0.82% 33
2024
Q3 		$6.07M Buy
84,431
+1,077
+1% +$73.8K 0.97% 28
2024
Q2 		$5.31M Sell
83,354
-5,660
-6% -$350K 0.92% 27
2024
Q1 		$5.45M Buy
89,014
+243
+0.3% +$14.6K 0.93% 29
2023
Q4 		$5.23M Buy
88,771
+3,956
+5% +$225K 0.99% 28
2023
Q3 		$4.75M Sell
84,815
-2,613
-3% -$157K 1% 29
2023
Q2 		$5.26M Buy
87,428
+567
+0.7% +$35.3K 1.05% 28
2023
Q1 		$5.39M Buy
86,861
+4,681
+6% +$283K 1.14% 26
2022
Q4 		$5.23M Buy
82,180
+4,425
+6% +$267K 1.18% 22
2022
Q3 		$4.36M Buy
77,755
+2,218
+3% +$138K 1.09% 28
2022
Q2 		$4.75M Buy
75,537
+1,925
+3% +$122K 1.15% 26
2022
Q1 		$4.56M Sell
73,612
-237
-0.3% -$14.4K 0.96% 30
2021
Q4 		$4.37M Buy
73,849
+4,217
+6% +$235K 0.9% 32
2021
Q3 		$3.65M Buy
69,632
+909
+1% +$50.7K 0.81% 38
2021
Q2 		$3.72M Buy
68,723
+3,576
+5% +$195K 0.8% 36
2021
Q1 		$3.43M Buy
65,147
+8,105
+14% +$408K 0.83% 34
2020
Q4 		$3.13M Buy
57,042
+8,407
+17% +$435K 0.81% 37
2020
Q3 		$2.4M Buy
48,635
+3,146
+7% +$151K 0.72% 44
2020
Q2 		$2.03M Buy
45,489
+2,036
+5% +$93.8K 0.67% 47
2020
Q1 		$1.92M Buy
43,453
+1,095
+3% +$59.1K 0.72% 47
2019
Q4 		$2.35M Sell
42,358
-253
-0.6% -$13.6K 0.74% 44
2019
Q3 		$2.32M Sell
42,611
-472
-1% -$25.3K 0.79% 38
2019
Q2 		$2.19M Sell
43,083
-94
-0.2% -$4.61K 0.77% 40
2019
Q1 		$2.02M Buy
43,177
+2,020
+5% +$94.5K 0.74% 46
2018
Q4 		$1.95M Buy
+41,157
New +$1.97M 0.78% 39

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s KO Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Coca-Cola (KO) stake by 0.51% in Q2 2026, selling an estimated $37.5K and leaving 92,434 shares worth $7.51M. The position accounts for 0.73% of the portfolio, ranked #31.

Laurel Wealth Advisors (North Carolina) first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 690 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 92,434 shares of Coca-Cola worth $7.51M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 475 Coca-Cola shares in Q2 2026, an estimated $37.5K.
  • Coca-Cola made up 0.73% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #31 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • 690 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.