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

ShankerValleau 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	$208K	Buy	+2,561	New	+$202K	0.05%	40

Other funds holding KO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

ShankerValleau Wealth Advisors opened a new position in Coca-Cola (KO) in Q2 2026: 2,561 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #40 among its holdings.

1,129 funds tracked by Wall St. Rank hold KO as of Q2 2026.

ShankerValleau Wealth Advisors held 2,561 shares of Coca-Cola worth $208K as of Q2 2026.
Coca-Cola was a new ShankerValleau Wealth Advisors position in Q2 2026.
Coca-Cola made up 0.05% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #40 holding.
1,129 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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