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

Opal 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
Q3 		$701K Sell
8,140
-3,481
-30% -$302K 0.15% 73
2026
Q2 		$944K Buy
11,621
+496
+4% +$39.2K 0.2% 55
2026
Q1 		$846K Buy
11,125
+548
+5% +$41.4K 0.19% 53
2025
Q4 		$739K Sell
10,577
-1,075
-9% -$74.9K 0.19% 68
2025
Q3 		$773K Buy
11,652
+418
+4% +$28.8K 0.22% 60
2025
Q2 		$795K Sell
11,234
-5,465
-33% -$389K 0.22% 51
2025
Q1 		$1.2M Buy
16,699
+1,301
+8% +$86.9K 0.37% 30
2024
Q4 		$959K Sell
15,398
-7
-0% -$457 0.29% 46
2024
Q3 		$1.11M Buy
15,405
+970
+7% +$66.4K 0.35% 42
2024
Q2 		$919K Buy
14,435
+1,122
+8% +$69.5K 0.3% 42
2024
Q1 		$814K Buy
13,313
+2
+0% +$120 0.28% 49
2023
Q4 		$784K Buy
13,311
+40
+0.3% +$2.27K 0.31% 53
2023
Q3 		$743K Buy
13,271
+627
+5% +$37.6K 0.43% 37
2023
Q2 		$761K Buy
12,644
+1,155
+10% +$71.9K 0.38% 33
2023
Q1 		$713K Buy
11,489
+356
+3% +$21.6K 0.42% 28
2022
Q4 		$708K Buy
11,133
+16
+0.1% +$966 0.39% 39
2022
Q3 		$623K Buy
+11,117
New +$691K 0.45% 33

Other funds holding KO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Opal Wealth Advisors's KO Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Coca-Cola (KO) stake by 30% in Q3 2026, selling an estimated $302K and leaving 8,140 shares worth $701K. The position accounts for 0.15% of the portfolio, ranked #73.

Opal Wealth Advisors first reported a position in KO in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q1 2025. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Opal Wealth Advisors held 8,140 shares of Coca-Cola worth $701K as of Q3 2026.
  • Opal Wealth Advisors sold 3,481 Coca-Cola shares in Q3 2026, an estimated $302K.
  • Coca-Cola made up 0.15% of Opal Wealth Advisors's portfolio in Q3 2026, its #73 holding.
  • Opal Wealth Advisors first reported a position in Coca-Cola in Q3 2022 and has held it in 17 quarters since.
  • Opal Wealth Advisors's Coca-Cola position peaked at $1.2M in Q1 2025.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.