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

Motive 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	$290K	Buy	3,563 +38	+1%	+$3K	0.12%	76
2026 Q1	$268K	Buy	3,525 +115	+3%	+$8.69K	0.13%	74
2025 Q4	$238K	Buy	3,410 +392	+13%	+$27.3K	0.1%	80
2025 Q3	$200K	Sell	3,018 -701	-19%	-$48.2K	0.09%	89
2025 Q2	$263K	Buy	3,719 +699	+23%	+$49.8K	0.12%	67
2025 Q1	$216K	Buy	+3,020	New	+$202K	0.12%	65
2022 Q4	–	Sell	-4,082	Closed	-$229K	–	61
2022 Q3	$229K	Buy	+4,082	New	+$254K	0.19%	52

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

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

Motive Wealth Advisors increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $3K and bringing the position to 3,563 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #76.

Motive Wealth Advisors first reported a position in KO in Q3 2022 and has held it in 7 quarters since. 1,739 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Motive Wealth Advisors held 3,563 shares of Coca-Cola worth $290K as of Q2 2026.
Motive Wealth Advisors bought 38 Coca-Cola shares in Q2 2026, an estimated $3K.
Coca-Cola made up 0.12% of Motive Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Motive Wealth Advisors first reported a position in Coca-Cola in Q3 2022 and has held it in 7 quarters since.
1,739 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.