SAW
KO icon

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

Signal Advisors Wealth’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 		$982K Buy
12,082
+6,724
+125% +$531K 0.05% 282
2026
Q1 		$407K Buy
5,358
+1,934
+56% +$146K 0.03% 406
2025
Q4 		$239K Sell
3,424
-228
-6% -$15.9K 0.02% 462
2025
Q3 		$242K Sell
3,652
-2,700
-43% -$186K 0.02% 401
2025
Q2 		$449K Buy
6,352
+834
+15% +$59.4K 0.04% 310
2025
Q1 		$395K Sell
5,518
-1,755
-24% -$117K 0.04% 314
2024
Q4 		$453K Sell
7,273
-5,532
-43% -$361K 0.05% 275
2024
Q3 		$920K Buy
+12,805
New +$877K 0.13% 183
2024
Q2 		– Sell
-7,553
Closed -$462K – 198
2024
Q1 		$462K Buy
7,553
+1,693
+29% +$102K 0.11% 179
2023
Q4 		$345K Buy
+5,860
New +$333K 0.12% 156

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Signal Advisors Wealth increased its Coca-Cola (KO) stake by 125% in Q2 2026, buying an estimated $531K and bringing the position to 12,082 shares worth $982K. The position accounts for 0.05% of the portfolio, ranked #282.

Signal Advisors Wealth first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Signal Advisors Wealth held 12,082 shares of Coca-Cola worth $982K as of Q2 2026.
  • Signal Advisors Wealth bought 6,724 Coca-Cola shares in Q2 2026, an estimated $531K.
  • Coca-Cola made up 0.05% of Signal Advisors Wealth's portfolio in Q2 2026, its #282 holding.
  • Signal Advisors Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.