Powers Advisory Group
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Powers Advisory Group’s Coca-Cola KO Stock Holding History

Powers Advisory Group’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
Q3 		$1.31M Sell
15,175
-530
-3% -$46K 0.4% 42
2026
Q2 		$1.28M Buy
15,705
+26
+0.2% +$2.05K 0.4% 45
2026
Q1 		$1.19M Sell
15,679
-253
-2% -$19.1K 0.42% 43
2025
Q4 		$1.11M Buy
15,932
+417
+3% +$29.1K 0.42% 43
2025
Q3 		$1.03M Buy
15,515
+140
+0.9% +$9.6K 0.41% 41
2025
Q2 		$1.09M Buy
15,375
+80
+0.5% +$5.7K 0.48% 34
2025
Q1 		$1.1M Sell
15,295
-295
-2% -$19.7K 0.52% 35
2024
Q4 		$971K Buy
15,590
+17
+0.1% +$1.11K 0.49% 36
2024
Q3 		$1.12M Sell
15,573
-3
-0% -$205 0.56% 30
2024
Q2 		$991K Buy
15,576
+579
+4% +$35.8K 0.54% 32
2024
Q1 		$918K Sell
14,997
-1,197
-7% -$71.9K 0.52% 37
2023
Q4 		$954K Sell
16,194
-131
-0.8% -$7.44K 0.59% 31
2023
Q3 		$914K Sell
16,325
-1,657
-9% -$99.4K 0.62% 31
2023
Q2 		$1.08M Buy
17,982
+101
+0.6% +$6.28K 0.72% 28
2023
Q1 		$1.11M Buy
17,881
+104
+0.6% +$6.3K 0.78% 29
2022
Q4 		$1.13M Buy
17,777
+196
+1% +$11.8K 0.83% 29
2022
Q3 		$985K Buy
17,581
+444
+3% +$27.6K 0.79% 31
2022
Q2 		$1.08M Sell
17,137
-241
-1% -$15.3K 0.83% 30
2022
Q1 		$1.08M Buy
17,378
+305
+2% +$18.5K 0.75% 32
2021
Q4 		$1.01M Buy
+17,073
New +$951K 0.71% 34

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Powers Advisory Group's KO Position: Q3 2026 in Review

Powers Advisory Group reduced its Coca-Cola (KO) stake by 3.4% in Q3 2026, selling an estimated $46K and leaving 15,175 shares worth $1.31M. The position accounts for 0.4% of the portfolio, ranked #42.

Powers Advisory Group first reported a position in KO in Q4 2021 and has held it in 20 quarters since. 977 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Powers Advisory Group held 15,175 shares of Coca-Cola worth $1.31M as of Q3 2026.
  • Powers Advisory Group sold 530 Coca-Cola shares in Q3 2026, an estimated $46K.
  • Coca-Cola made up 0.4% of Powers Advisory Group's portfolio in Q3 2026, its #42 holding.
  • Powers Advisory Group first reported a position in Coca-Cola in Q4 2021 and has held it in 20 quarters since.
  • 977 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.