Principia Wealth Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
Principia Wealth Advisory's KO Position: Q2 2026 in Review
Principia Wealth Advisory increased its Coca-Cola (KO) stake by 50% in Q2 2026, buying an estimated $8.69K and bringing the position to 331 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #160.
Principia Wealth Advisory first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Principia Wealth Advisory held 331 shares of Coca-Cola worth $26.9K as of Q2 2026.
- Principia Wealth Advisory bought 110 Coca-Cola shares in Q2 2026, an estimated $8.69K.
- Coca-Cola made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #160 holding.
- Principia Wealth Advisory first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
- 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.