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Prevail Innovative Wealth Advisors’s Coca-Cola KO Stock Holding History

Prevail Innovative 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 		$3.57M Buy
43,896
+15,103
+52% +$1.19M 0.53% 72
2026
Q1 		$2.19M Buy
+28,793
New +$2.18M 0.37% 95
2025
Q3 		– Sell
-66,191
Closed -$4.68M – 220
2025
Q2 		$4.68M Buy
+66,191
New +$4.72M 1.05% 27

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

Prevail Innovative Wealth Advisors's KO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Coca-Cola (KO) stake by 52% in Q2 2026, buying an estimated $1.19M and bringing the position to 43,896 shares worth $3.57M. The position accounts for 0.53% of the portfolio, ranked #72.

Prevail Innovative Wealth Advisors first reported a position in KO in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.68M in Q2 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 43,896 shares of Coca-Cola worth $3.57M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 15,103 Coca-Cola shares in Q2 2026, an estimated $1.19M.
  • Coca-Cola made up 0.53% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Coca-Cola in Q2 2025 and has held it in 3 quarters since.
  • Prevail Innovative Wealth Advisors's Coca-Cola position peaked at $4.68M in Q2 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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