Optivise Advisory Services’s Coca-Cola KO Stock Holding History

Optivise Advisory Services’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	$471K	Buy	5,796 +913	+19%	+$72.1K	0.24%	110
2026 Q1	$371K	Sell	4,883 -625	-11%	-$47.2K	0.22%	110
2025 Q4	$385K	Buy	5,508 +1,160	+27%	+$80.9K	0.22%	114
2025 Q3	$288K	Buy	4,348 +602	+16%	+$41.4K	0.17%	133
2025 Q2	$265K	Sell	3,746 -13	-0.3%	-$926	0.14%	153
2025 Q1	$269K	Sell	3,759 -1,703	-31%	-$114K	0.15%	140
2024 Q4	$340K	Buy	5,462 +850	+18%	+$55.5K	0.18%	113
2024 Q3	$331K	Sell	4,612 -594	-11%	-$40.7K	0.17%	112
2024 Q2	$331K	Buy	+5,206	New	+$322K	0.18%	117

Other funds holding KO

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Optivise Advisory Services's KO Position: Q2 2026 in Review

Optivise Advisory Services increased its Coca-Cola (KO) stake by 19% in Q2 2026, buying an estimated $72.1K and bringing the position to 5,796 shares worth $471K. The position accounts for 0.24% of the portfolio, ranked #110.

Optivise Advisory Services first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 1,272 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Optivise Advisory Services held 5,796 shares of Coca-Cola worth $471K as of Q2 2026.
Optivise Advisory Services bought 913 Coca-Cola shares in Q2 2026, an estimated $72.1K.
Coca-Cola made up 0.24% of Optivise Advisory Services's portfolio in Q2 2026, its #110 holding.
Optivise Advisory Services first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
1,272 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.