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Paces Ferry Wealth Advisors’s Coca-Cola KO Stock Holding History

Paces Ferry 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 		– Sell
-4,566
Closed -$347K – 147
2026
Q1 		$347K Buy
+4,566
New +$345K 0.14% 86
2020
Q4 		– Sell
-1,639
Closed -$81K – 650
2020
Q3 		$81K Buy
+1,639
New +$78.8K 0.07% 181

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paces Ferry Wealth Advisors's KO Position: Q2 2026 in Review

Paces Ferry Wealth Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 4,566 shares — an estimated $347K sold.

Paces Ferry Wealth Advisors first reported a position in KO in Q3 2020 and held it in 2 quarters. The position peaked at $347K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Paces Ferry Wealth Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 4,566 Coca-Cola shares in Q2 2026, an estimated $347K.
  • Paces Ferry Wealth Advisors first reported a position in Coca-Cola in Q3 2020 and held it in 2 quarters.
  • Paces Ferry Wealth Advisors's Coca-Cola position peaked at $347K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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