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

Phoenix 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 		$212K Buy
+2,614
New +$206K 0.07% 124
2024
Q4 		– Sell
-2,894
Closed -$208K – 123
2024
Q3 		$208K Buy
+2,894
New +$198K 0.1% 119
2021
Q4 		– Sell
-2,191
Closed -$115K – 250
2021
Q3 		$115K Sell
2,191
-87
-4% -$4.85K 0.09% 147
2021
Q2 		$123K Buy
2,278
+58
+3% +$3.16K 0.09% 146
2021
Q1 		$117K Buy
2,220
+79
+4% +$3.98K 0.09% 144
2020
Q4 		$117K Buy
+2,141
New +$111K 0.09% 139

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 $3.37T AUM 44.26% 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

Phoenix Wealth Advisors's KO Position: Q2 2026 in Review

Phoenix Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,614 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #124 among its holdings. This is a return to the name: Phoenix Wealth Advisors previously reported a position in KO as recently as Q3 2024.

Phoenix Wealth Advisors first reported a position in KO in Q4 2020 and has held it in 6 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Phoenix Wealth Advisors held 2,614 shares of Coca-Cola worth $212K as of Q2 2026.
  • Coca-Cola was a new Phoenix Wealth Advisors position in Q2 2026.
  • Coca-Cola made up 0.07% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Phoenix Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 6 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.