Moss Adams Wealth Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.52M Buy
18,567
+879
+5% +$69.4K 0.09% 72
2026
Q1
$1.35M Buy
17,688
+1,285
+8% +$97.1K 0.1% 64
2025
Q4
$1.15M Buy
16,403
+473
+3% +$33K 0.08% 73
2025
Q3
$1.06M Sell
15,930
-363
-2% -$25K 0.08% 74
2025
Q2
$1.16M Buy
16,293
+2,141
+15% +$153K 0.11% 66
2025
Q1
$1.02M Buy
14,152
+1,963
+16% +$131K 0.11% 65
2024
Q4
$759K Buy
12,189
+691
+6% +$45.1K 0.08% 75
2024
Q3
$832K Buy
11,498
+242
+2% +$16.6K 0.09% 67
2024
Q2
$721K Buy
11,256
+1,709
+18% +$106K 0.1% 61
2024
Q1
$588K Buy
9,547
+4,581
+92% +$275K 0.09% 66
2023
Q4
$293K Sell
4,966
-83
-2% -$4.71K 0.06% 85
2023
Q3
$283K Buy
+5,049
New +$303K 0.1% 69

Other funds holding KO

Moss Adams Wealth Advisors's KO Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Coca-Cola (KO) stake by 5% in Q2 2026, buying an estimated $69.4K and bringing the position to 18,567 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #72.

Moss Adams Wealth Advisors first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Moss Adams Wealth Advisors held 18,567 shares of Coca-Cola worth $1.52M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 879 Coca-Cola shares in Q2 2026, an estimated $69.4K.
  • Coca-Cola made up 0.09% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Moss Adams Wealth Advisors first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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