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

Sax 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	$532K	Buy	6,994 +2,789	+66%	+$220K	0.02%	329
2026 Q1	$294K	Sell	4,205 -139	-3%	-$10.5K	0.01%	394
2025 Q4	$304K	Buy	4,344 +457	+12%	+$31.9K	0.01%	391
2025 Q3	$258K	Buy	3,887 +593	+18%	+$40.8K	0.01%	378
2025 Q2	$233K	Buy	+3,294	New	+$235K	0.01%	385

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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Sax Wealth Advisors increased its Coca-Cola (KO) stake by 66% in Q2 2026, buying an estimated $220K and bringing the position to 6,994 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #329.

Sax Wealth Advisors first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,592 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sax Wealth Advisors held 6,994 shares of Coca-Cola worth $532K as of Q2 2026.
Sax Wealth Advisors bought 2,789 Coca-Cola shares in Q2 2026, an estimated $220K.
Coca-Cola made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #329 holding.
Sax Wealth Advisors first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
1,592 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.