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

MN 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	$1.13M	Buy	13,893 +48	+0.3%	+$3.79K	0.48%	43
2026 Q1	$1.05M	Sell	13,845 -131	-0.9%	-$9.9K	0.51%	41
2025 Q4	$977K	Sell	13,976 -711	-5%	-$49.6K	0.49%	42
2025 Q3	$974K	Sell	14,687 -41	-0.3%	-$2.82K	0.52%	41
2025 Q2	$1.04M	Sell	14,728 -4,582	-24%	-$326K	0.61%	39
2025 Q1	$1.38M	Buy	19,310 +1,834	+10%	+$122K	0.81%	29
2024 Q4	$1.09M	Buy	17,476 +7,939	+83%	+$518K	0.61%	36
2024 Q3	$685K	Sell	9,537 -3,986	-29%	-$273K	0.39%	53
2024 Q2	$861K	Buy	13,523 +301	+2%	+$18.6K	0.5%	44
2024 Q1	$809K	Buy	13,222 +70	+0.5%	+$4.21K	0.5%	45
2023 Q4	$775K	Buy	+13,152	New	+$747K	0.53%	44

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

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

MN Wealth Advisors increased its Coca-Cola (KO) stake by 0.35% in Q2 2026, buying an estimated $3.79K and bringing the position to 13,893 shares worth $1.13M. The position accounts for 0.48% of the portfolio, ranked #43.

MN Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2025. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

MN Wealth Advisors held 13,893 shares of Coca-Cola worth $1.13M as of Q2 2026.
MN Wealth Advisors bought 48 Coca-Cola shares in Q2 2026, an estimated $3.79K.
Coca-Cola made up 0.48% of MN Wealth Advisors's portfolio in Q2 2026, its #43 holding.
MN Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
MN Wealth Advisors's Coca-Cola position peaked at $1.38M in Q1 2025.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.