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Rise Advisors’s Coca-Cola KO Stock Holding History

Rise 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 		$612K Sell
7,524
-545
-7% -$43K 0.17% 46
2026
Q1 		$614K Sell
8,069
-436
-5% -$33K 0.22% 41
2025
Q4 		$595K Sell
8,505
-599
-7% -$41.8K 0.21% 43
2025
Q3 		$604K Sell
9,104
-106
-1% -$7.3K 0.22% 40
2025
Q2 		$652K Sell
9,210
-84
-0.9% -$5.98K 0.26% 33
2025
Q1 		$666K Buy
9,294
+1,988
+27% +$133K 0.29% 30
2024
Q4 		$455K Sell
7,306
-456
-6% -$29.8K 0.22% 47
2024
Q3 		$558K Buy
7,762
+214
+3% +$14.7K 0.27% 38
2024
Q2 		$480K Buy
7,548
+444
+6% +$27.5K 0.25% 40
2024
Q1 		$435K Buy
7,104
+2,454
+53% +$147K 0.23% 44
2023
Q4 		$274K Buy
4,650
+296
+7% +$16.8K 0.19% 55
2023
Q3 		$244K Buy
4,354
+1,090
+33% +$65.4K 0.19% 47
2023
Q2 		$197K Buy
3,264
+30
+0.9% +$1.87K 0.15% 66
2023
Q1 		$201K Buy
3,234
+673
+26% +$40.7K 0.15% 65
2022
Q4 		$163K Buy
2,561
+372
+17% +$22.5K 0.13% 73
2022
Q3 		$123K Buy
2,189
+107
+5% +$6.65K 0.1% 82
2022
Q2 		$131K Buy
2,082
+465
+29% +$29.5K 0.13% 74
2022
Q1 		$100K Buy
1,617
+974
+151% +$59.2K 0.09% 100
2021
Q4 		$38.1K Buy
+643
New +$35.8K 0.04% 177

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rise Advisors's KO Position: Q2 2026 in Review

Rise Advisors reduced its Coca-Cola (KO) stake by 6.8% in Q2 2026, selling an estimated $43K and leaving 7,524 shares worth $612K. The position accounts for 0.17% of the portfolio, ranked #46.

Rise Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $666K in Q1 2025. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Rise Advisors held 7,524 shares of Coca-Cola worth $612K as of Q2 2026.
  • Rise Advisors sold 545 Coca-Cola shares in Q2 2026, an estimated $43K.
  • Coca-Cola made up 0.17% of Rise Advisors's portfolio in Q2 2026, its #46 holding.
  • Rise Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Coca-Cola position peaked at $666K in Q1 2025.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.