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

One 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	$468K	Buy	5,756 +727	+14%	+$57.4K	0.05%	189
2026 Q1	$382K	Buy	5,029 +22	+0.4%	+$1.66K	0.05%	210
2025 Q4	$350K	Sell	5,007 -813	-14%	-$56.7K	0.04%	212
2025 Q3	$386K	Sell	5,820 -108	-2%	-$7.43K	0.05%	202
2025 Q2	$419K	Sell	5,928 -130	-2%	-$9.26K	0.06%	179
2025 Q1	$437K	Buy	+6,058	New	+$405K	0.07%	167
2023 Q1	–	Sell	-1,137	Closed	-$72.3K	–	420
2022 Q4	$72.3K	Buy	+1,137	New	+$68.6K	0.02%	344
2019 Q2	–	Sell	-1,500	Closed	-$70K	–	307
2019 Q1	$70K	Buy	+1,500	New	+$70.2K	0.06%	209
2018 Q4	–	Sell	-13	Closed	-$1K	–	300
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	550
2018 Q2	$1K	Buy	+13	New	+$561	﹤0.01%	536
2018 Q1	–	Sell	-13	Closed	-$1K	–	554
2017 Q4	$1K	Buy	+13	New	+$598	﹤0.01%	542

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

One Wealth Advisors increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $57.4K and bringing the position to 5,756 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #189.

One Wealth Advisors first reported a position in KO in Q4 2017 and has held it in 11 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

One Wealth Advisors held 5,756 shares of Coca-Cola worth $468K as of Q2 2026.
One Wealth Advisors bought 727 Coca-Cola shares in Q2 2026, an estimated $57.4K.
Coca-Cola made up 0.05% of One Wealth Advisors's portfolio in Q2 2026, its #189 holding.
One Wealth Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 11 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.