Pacific Excel Wealth Advisors’s Coca-Cola KO Stock Holding History

Pacific Excel 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	$233K	Buy	+2,868	New	+$227K	0.09%	191

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 $3.37T AUM 44.26% 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

Pacific Excel Wealth Advisors's KO Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,868 shares worth $233K. The stake represents 0.09% of the portfolio and ranks #191 among its holdings.

3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Pacific Excel Wealth Advisors held 2,868 shares of Coca-Cola worth $233K as of Q2 2026.
Coca-Cola was a new Pacific Excel Wealth Advisors position in Q2 2026.
Coca-Cola made up 0.09% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #191 holding.
3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.