Schwarz Dygos Wheeler Investment Advisors’s Coca-Cola KO Stock Holding History

Schwarz Dygos Wheeler Investment 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	$450K	Sell	5,533 -187	-3%	-$14.8K	0.09%	112
2026 Q1	$435K	Sell	5,720 -26	-0.5%	-$1.97K	0.09%	112
2025 Q4	$402K	Buy	5,746 +559	+11%	+$39K	0.08%	113
2025 Q3	$344K	Hold	5,187	–	–	0.07%	122
2025 Q2	$367K	Hold	5,187	–	–	0.08%	120
2025 Q1	$372K	Hold	5,187	–	–	0.09%	117
2024 Q4	$323K	Buy	5,187 +37	+0.7%	+$2.42K	0.08%	124
2024 Q3	$370K	Sell	5,150 -150	-3%	-$10.3K	0.09%	109
2024 Q2	$337K	Hold	5,300	–	–	0.09%	113
2024 Q1	$324K	Buy	5,300 +1	+0%	+$60	0.09%	115
2023 Q4	$312K	Sell	5,299 -1,000	-16%	-$56.8K	0.1%	117
2023 Q3	$353K	Sell	6,299 -9	-0.1%	-$540	0.12%	103
2023 Q2	$380K	Sell	6,308 -289	-4%	-$18K	0.13%	102
2023 Q1	$409K	Hold	6,597	–	–	0.15%	91
2022 Q4	$420K	Hold	6,597	–	–	0.16%	87
2022 Q3	$370K	Hold	6,597	–	–	0.16%	82
2022 Q2	$415K	Sell	6,597 -865	-12%	-$54.8K	0.17%	83
2022 Q1	$463K	Hold	7,462	–	–	0.16%	84
2021 Q4	$442K	Hold	7,462	–	–	0.15%	87
2021 Q3	$392K	Hold	7,462	–	–	0.14%	89
2021 Q2	$404K	Hold	7,462	–	–	0.15%	88
2021 Q1	$393K	Hold	7,462	–	–	0.16%	84
2020 Q4	$409K	Hold	7,462	–	–	0.2%	68
2020 Q3	$368K	Sell	7,462 -10	-0.1%	-$481	0.21%	72
2020 Q2	$338K	Sell	7,472 -765	-9%	-$35.2K	0.22%	63
2020 Q1	$364K	Buy	8,237 +62	+0.8%	+$3.35K	0.31%	54
2019 Q4	$452K	Buy	8,175 +173	+2%	+$9.3K	0.31%	51
2019 Q3	$436K	Sell	8,002 -313	-4%	-$16.8K	0.35%	51
2019 Q2	$423K	Sell	8,315 -287	-3%	-$14.1K	0.35%	49
2019 Q1	$403K	Sell	8,602 -3,000	-26%	-$140K	0.35%	48
2018 Q4	$549K	Buy	+11,602	New	+$555K	0.59%	39

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's KO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Coca-Cola (KO) stake by 3.3% in Q2 2026, selling an estimated $14.8K and leaving 5,533 shares worth $450K. The position accounts for 0.09% of the portfolio, ranked #112.

Schwarz Dygos Wheeler Investment Advisors first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $549K in Q4 2018. 2,504 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 5,533 shares of Coca-Cola worth $450K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 187 Coca-Cola shares in Q2 2026, an estimated $14.8K.
Coca-Cola made up 0.09% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #112 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Coca-Cola position peaked at $549K in Q4 2018.
2,504 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.