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

Portus 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	-229	Closed	-$17.5K	–	305
2026 Q1	$17.5K	Buy	+229	New	+$17.3K	0.02%	110

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

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

Portus Wealth Advisors sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 229 shares — an estimated $17.5K sold.

Portus Wealth Advisors first reported a position in KO in Q1 2026 and held it in 1 quarter. The position peaked at $17.5K in Q1 2026. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Portus Wealth Advisors reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 229 Coca-Cola shares in Q2 2026, an estimated $17.5K.
Portus Wealth Advisors first reported a position in Coca-Cola in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Coca-Cola position peaked at $17.5K in Q1 2026.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.