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Spartan Wealth Advisory Services LLC’s Coca-Cola KO Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$4.64M Sell
57,078
-1,775
-3% -$140K 0.38% 66
2026
Q1 		$4.48M Buy
+58,853
New +$4.45M 0.39% 59

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's KO Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Coca-Cola (KO) stake by 3% in Q2 2026, selling an estimated $140K and leaving 57,078 shares worth $4.64M. The position accounts for 0.38% of the portfolio, ranked #66.

Spartan Wealth Advisory Services LLC first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 57,078 shares of Coca-Cola worth $4.64M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,775 Coca-Cola shares in Q2 2026, an estimated $140K.
  • Coca-Cola made up 0.38% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #66 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.