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

Rooted 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	$489K	Buy	6,022 +580	+11%	+$45.8K	0.12%	95
2026 Q1	$411K	Buy	5,442 +163	+3%	+$12.3K	0.11%	90
2025 Q4	$408K	Buy	5,279 +255	+5%	+$17.8K	0.11%	90
2025 Q3	$335K	Buy	5,024 +468	+10%	+$32.2K	0.1%	91
2025 Q2	$318K	Buy	4,556 +904	+25%	+$64.4K	0.11%	85
2025 Q1	$255K	Buy	3,652 +108	+3%	+$7.21K	0.11%	79
2024 Q4	$216K	Buy	+3,544	New	+$231K	0.08%	89
2023 Q4	–	Sell	-5,469	Closed	-$313K	–	80
2023 Q3	$313K	Buy	5,469 +749	+16%	+$44.9K	0.19%	59
2023 Q2	$288K	Buy	4,720 +1,085	+30%	+$67.5K	0.19%	61
2023 Q1	$229K	Buy	+3,635	New	+$220K	0.17%	75

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rooted Wealth Advisors increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $45.8K and bringing the position to 6,022 shares worth $489K. The position accounts for 0.12% of the portfolio, ranked #95.

Rooted Wealth Advisors first reported a position in KO in Q1 2023 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Rooted Wealth Advisors held 6,022 shares of Coca-Cola worth $489K as of Q2 2026.
Rooted Wealth Advisors bought 580 Coca-Cola shares in Q2 2026, an estimated $45.8K.
Coca-Cola made up 0.12% of Rooted Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Rooted Wealth Advisors first reported a position in Coca-Cola in Q1 2023 and has held it in 10 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.