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

Physician 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	$258K	Buy	3,169 +326	+11%	+$25.7K	0.03%	183
2026 Q1	$216K	Buy	2,843 +235	+9%	+$17.8K	0.03%	180
2025 Q4	$182K	Buy	2,608 +269	+12%	+$18.8K	0.03%	208
2025 Q3	$155K	Sell	2,339 -331	-12%	-$22.8K	0.02%	223
2025 Q2	$189K	Buy	2,670 +100	+4%	+$7.12K	0.03%	195
2025 Q1	$184K	Hold	2,570	–	–	0.03%	193
2024 Q4	$160K	Sell	2,570 -423	-14%	-$27.6K	0.03%	202
2024 Q3	$211K	Sell	2,993 -588	-16%	-$40.3K	0.04%	178
2024 Q2	$230K	Sell	3,581 -73	-2%	-$4.52K	0.04%	160
2024 Q1	$212K	Sell	3,654 -143	-4%	-$8.59K	0.04%	161
2023 Q4	$226K	Sell	3,797 -119	-3%	-$6.76K	0.05%	148
2023 Q3	$207K	Buy	+3,916	New	+$235K	0.05%	141

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

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

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

Physician Wealth Advisors increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $25.7K and bringing the position to 3,169 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #183.

Physician Wealth Advisors first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Physician Wealth Advisors held 3,169 shares of Coca-Cola worth $258K as of Q2 2026.
Physician Wealth Advisors bought 326 Coca-Cola shares in Q2 2026, an estimated $25.7K.
Coca-Cola made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #183 holding.
Physician Wealth Advisors first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.