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San Luis Wealth Advisors’s Coca-Cola KO Stock Holding History

San Luis 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 		$239K Buy
+2,942
New +$232K 0.04% 168
2022
Q2 		– Sell
-700
Closed -$41K – 270
2022
Q1 		$41K Buy
+700
New +$42.6K 0.02% 257

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

San Luis Wealth Advisors's KO Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,942 shares worth $239K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: San Luis Wealth Advisors previously reported a position in KO as recently as Q1 2022.

San Luis Wealth Advisors first reported a position in KO in Q1 2022 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • San Luis Wealth Advisors held 2,942 shares of Coca-Cola worth $239K as of Q2 2026.
  • Coca-Cola was a new San Luis Wealth Advisors position in Q2 2026.
  • Coca-Cola made up 0.04% of San Luis Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • San Luis Wealth Advisors first reported a position in Coca-Cola in Q1 2022 and has held it in 2 quarters since.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.