Networth Advisors’s Coca-Cola KO Stock Holding History

Networth 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	–	Sell	-122	Closed	-$9.28K	–	409
2026 Q1	$9.28K	Buy	122 +109	+838%	+$8.24K	0.01%	200
2025 Q4	$909	Buy	+13	New	+$906	﹤0.01%	325

Other funds holding KO

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return

Networth Advisors's KO Position: Q2 2026 in Review

Networth Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 122 shares — an estimated $9.28K sold.

Networth Advisors first reported a position in KO in Q4 2025 and held it in 2 quarters. The position peaked at $9.28K in Q1 2026. 2,244 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Networth Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Networth Advisors sold 122 Coca-Cola shares in Q2 2026, an estimated $9.28K.
Networth Advisors first reported a position in Coca-Cola in Q4 2025 and held it in 2 quarters.
Networth Advisors's Coca-Cola position peaked at $9.28K in Q1 2026.
2,244 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.