Net Worth Advisory Group’s Coca-Cola KO Stock Holding History

Net Worth 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	$429K	Sell	5,278 -749	-12%	-$59.2K	0.11%	198
2026 Q1	$458K	Buy	6,027 +378	+7%	+$28.6K	0.1%	213
2025 Q4	$395K	Buy	5,649 +1,326	+31%	+$92.4K	0.08%	246
2025 Q3	$287K	Sell	4,323 -886	-17%	-$61K	0.08%	293
2025 Q2	$369K	Buy	5,209 +1,183	+29%	+$84.3K	0.08%	247
2025 Q1	$288K	Buy	4,026 +104	+3%	+$6.95K	0.09%	264
2024 Q4	$244K	Sell	3,922 -578	-13%	-$37.7K	0.07%	303
2024 Q3	$323K	Buy	+4,500	New	+$308K	0.1%	248

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

Net Worth Advisory Group's KO Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Coca-Cola (KO) stake by 12% in Q2 2026, selling an estimated $59.2K and leaving 5,278 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #198.

Net Worth Advisory Group first reported a position in KO in Q3 2024 and has held it in 8 quarters since. The position peaked at $458K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Net Worth Advisory Group held 5,278 shares of Coca-Cola worth $429K as of Q2 2026.
Net Worth Advisory Group sold 749 Coca-Cola shares in Q2 2026, an estimated $59.2K.
Coca-Cola made up 0.11% of Net Worth Advisory Group's portfolio in Q2 2026, its #198 holding.
Net Worth Advisory Group first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Coca-Cola position peaked at $458K in Q1 2026.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.