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

SOA 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 		$415K Sell
5,111
-356
-7% -$28.1K 0.07% 143
2026
Q1 		$416K Sell
5,467
-189
-3% -$14.3K 0.08% 135
2025
Q4 		$395K Sell
5,656
-325
-5% -$22.7K 0.07% 143
2025
Q3 		$397K Sell
5,981
-1,907
-24% -$131K 0.07% 140
2025
Q2 		$558K Buy
7,888
+269
+4% +$19.2K 0.1% 111
2025
Q1 		$546K Sell
7,619
-278
-4% -$18.6K 0.11% 105
2024
Q4 		$492K Buy
7,897
+464
+6% +$30.3K 0.09% 114
2024
Q3 		$534K Buy
7,433
+7
+0.1% +$479 0.1% 110
2024
Q2 		$473K Buy
7,426
+8
+0.1% +$495 0.1% 113
2024
Q1 		$454K Sell
7,418
-205
-3% -$12.3K 0.09% 114
2023
Q4 		$449K Sell
7,623
-1,097
-13% -$62.3K 0.1% 107
2023
Q3 		$488K Buy
8,720
+245
+3% +$14.7K 0.12% 97
2023
Q2 		$510K Buy
8,475
+14
+0.2% +$871 0.12% 96
2023
Q1 		$525K Hold
8,461
– – 0.13% 90
2022
Q4 		$538K Buy
8,461
+1
+0% +$60 0.14% 85
2022
Q3 		$473K Buy
8,460
+163
+2% +$10.1K 0.14% 81
2022
Q2 		$521K Buy
8,297
+13
+0.2% +$824 0.15% 81
2022
Q1 		$513K Buy
8,284
+3
+0% +$182 0.13% 95
2021
Q4 		$486K Buy
8,281
+21
+0.3% +$1.17K 0.12% 99
2021
Q3 		$433K Buy
8,260
+15
+0.2% +$836 0.11% 110
2021
Q2 		$446K Buy
8,245
+18
+0.2% +$979 0.11% 111
2021
Q1 		$433K Sell
8,227
-62
-0.7% -$3.12K 0.12% 102
2020
Q4 		$411K Buy
+8,289
New +$429K 0.11% 99

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

SOA Wealth Advisors reduced its Coca-Cola (KO) stake by 6.5% in Q2 2026, selling an estimated $28.1K and leaving 5,111 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #143.

SOA Wealth Advisors first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $558K in Q2 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SOA Wealth Advisors held 5,111 shares of Coca-Cola worth $415K as of Q2 2026.
  • SOA Wealth Advisors sold 356 Coca-Cola shares in Q2 2026, an estimated $28.1K.
  • Coca-Cola made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • SOA Wealth Advisors first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Coca-Cola position peaked at $558K in Q2 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.