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

Midland 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	$815K	Sell	10,028 -255	-2%	-$20.1K	0.04%	81
2026 Q1	$782K	Sell	10,283 -2	-0%	-$151	0.04%	80
2025 Q4	$719K	Sell	10,285 -881	-8%	-$61.4K	0.04%	88
2025 Q3	$741K	Sell	11,166 -350	-3%	-$24.1K	0.04%	91
2025 Q2	$815K	Sell	11,516 -505	-4%	-$36K	0.05%	85
2025 Q1	$861K	Sell	12,021 -703	-6%	-$47K	0.05%	84
2024 Q4	$792K	Sell	12,724 -100	-0.8%	-$6.53K	0.05%	95
2024 Q3	$922K	Sell	12,824 -3,282	-20%	-$225K	0.05%	96
2024 Q2	$1.03M	Sell	16,106 -1,182	-7%	-$73.2K	0.06%	86
2024 Q1	$1.06M	Buy	17,288 +408	+2%	+$24.5K	0.07%	83
2023 Q4	$995K	Buy	+16,880	New	+$959K	0.07%	85

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

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

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

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

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

Midland Wealth Advisors reduced its Coca-Cola (KO) stake by 2.5% in Q2 2026, selling an estimated $20.1K and leaving 10,028 shares worth $815K. The position accounts for 0.04% of the portfolio, ranked #81.

Midland Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Midland Wealth Advisors held 10,028 shares of Coca-Cola worth $815K as of Q2 2026.
Midland Wealth Advisors sold 255 Coca-Cola shares in Q2 2026, an estimated $20.1K.
Coca-Cola made up 0.04% of Midland Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Midland Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's Coca-Cola position peaked at $1.06M in Q1 2024.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.