NWWA
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New Wave Wealth Advisors’s Coca-Cola KO Stock Holding History

New Wave 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 		$215K Buy
2,631
+5
+0.2% +$395 0.06% 197
2026
Q1 		$201K Buy
+2,626
New +$199K 0.07% 187
2025
Q3 		– Sell
-3,523
Closed -$249K – 184
2025
Q2 		$249K Buy
3,523
+22
+0.6% +$1.57K 0.11% 112
2025
Q1 		$251K Buy
3,501
+4
+0.1% +$267 0.11% 108
2024
Q4 		$218K Sell
3,497
-60
-2% -$3.92K 0.09% 130
2024
Q3 		$256K Sell
3,557
-726
-17% -$49.7K 0.12% 122
2024
Q2 		$273K Buy
+4,283
New +$265K 0.15% 108

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New Wave Wealth Advisors's KO Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Coca-Cola (KO) stake by 0.19% in Q2 2026, buying an estimated $395 and bringing the position to 2,631 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #197.

New Wave Wealth Advisors first reported a position in KO in Q2 2024 and has held it in 7 quarters since. The position peaked at $273K in Q2 2024. 1,473 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • New Wave Wealth Advisors held 2,631 shares of Coca-Cola worth $215K as of Q2 2026.
  • New Wave Wealth Advisors bought 5 Coca-Cola shares in Q2 2026, an estimated $395.
  • Coca-Cola made up 0.06% of New Wave Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • New Wave Wealth Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 7 quarters since.
  • New Wave Wealth Advisors's Coca-Cola position peaked at $273K in Q2 2024.
  • 1,473 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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