Mid-American Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Mid-American Wealth Advisory Group’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	$1.26M	Sell	15,475 -7,873	-34%	-$622K	0.45%	31
2026 Q1	$1.63M	Hold	23,348	–	–	0.69%	27
2025 Q4	$1.63M	Buy	23,348 +215	+0.9%	+$15K	0.69%	27
2025 Q3	$1.53M	Sell	23,133 -520	-2%	-$35.8K	0.69%	25
2025 Q2	$1.67M	Sell	23,653 -5,639	-19%	-$402K	0.8%	26
2025 Q1	$2.1M	Sell	29,292 -3,756	-11%	-$251K	1.13%	25
2024 Q4	$2.06M	Sell	33,048 -315	-0.9%	-$20.6K	1.21%	23
2024 Q3	$2.4M	Sell	33,363 -5,409	-14%	-$370K	1.51%	19
2024 Q2	$2.47M	Sell	38,772 -3,326	-8%	-$206K	1.58%	18
2024 Q1	$2.58M	Buy	42,098 +424	+1%	+$25.5K	1.74%	17
2023 Q4	$2.46M	Sell	41,674 -4,322	-9%	-$245K	1.82%	16
2023 Q3	$2.43M	Buy	45,996 +28,792	+167%	+$1.73M	1.96%	15
2023 Q2	$1.03M	Buy	+17,204	New	+$1.07M	0.8%	32
2022 Q1	$865K	Sell	13,953 -695	-5%	-$42.3K	0.68%	43
2021 Q4	$867K	Buy	+14,648	New	+$816K	0.7%	38

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Mid-American Wealth Advisory Group's KO Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its Coca-Cola (KO) stake by 34% in Q2 2026, selling an estimated $622K and leaving 15,475 shares worth $1.26M. The position accounts for 0.45% of the portfolio, ranked #31.

Mid-American Wealth Advisory Group first reported a position in KO in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.58M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Mid-American Wealth Advisory Group held 15,475 shares of Coca-Cola worth $1.26M as of Q2 2026.
Mid-American Wealth Advisory Group sold 7,873 Coca-Cola shares in Q2 2026, an estimated $622K.
Coca-Cola made up 0.45% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #31 holding.
Mid-American Wealth Advisory Group first reported a position in Coca-Cola in Q4 2021 and has held it in 15 quarters since.
Mid-American Wealth Advisory Group's Coca-Cola position peaked at $2.58M in Q1 2024.
1,230 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.