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PFW Advisors’s Coca-Cola KO Stock Holding History

PFW 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 		$36.8M Sell
452,660
-449
-0.1% -$35.5K 10.72% 1
2026
Q1 		$34.5M Sell
453,109
-763
-0.2% -$57.7K 10.84% 1
2025
Q4 		$31.7M Sell
453,872
-1,209
-0.3% -$84.3K 9.58% 1
2025
Q3 		$30.2M Sell
455,081
-828
-0.2% -$57K 8.93% 3
2025
Q2 		$32.3M Sell
455,909
-9,702
-2% -$691K 9.92% 1
2025
Q1 		$33.3M Sell
465,611
-228
-0% -$15.2K 10.46% 1
2024
Q4 		$29M Buy
+465,839
New +$30.4M 8.92% 2
2024
Q2 		$30.9M Sell
485,228
-1,421
-0.3% -$88K 9.83% 1
2024
Q1 		$29.8M Sell
486,649
-80
-0% -$4.81K 9.1% 2
2023
Q4 		$28.7M Buy
486,729
+978
+0.2% +$55.6K 9.17% 1
2023
Q3 		$27.2M Buy
485,751
+800
+0.2% +$48K 9.6% 1
2023
Q2 		$29.7M Buy
+484,951
New +$30.2M 9.9% 1
2019
Q3 		$33.5M Buy
+466,028
New +$25M 10.13% 1

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PFW Advisors's KO Position: Q2 2026 in Review

PFW Advisors reduced its Coca-Cola (KO) stake by 0.1% in Q2 2026, selling an estimated $35.5K and leaving 452,660 shares worth $36.8M. The position accounts for 10.72% of the portfolio, ranked #1.

PFW Advisors first reported a position in KO in Q3 2019 and has held it in 13 quarters since. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • PFW Advisors held 452,660 shares of Coca-Cola worth $36.8M as of Q2 2026.
  • PFW Advisors sold 449 Coca-Cola shares in Q2 2026, an estimated $35.5K.
  • Coca-Cola made up 10.72% of PFW Advisors's portfolio in Q2 2026, its #1 holding.
  • PFW Advisors first reported a position in Coca-Cola in Q3 2019 and has held it in 13 quarters since.
  • 761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.