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Spectrum Wealth Advisory Group’s Coca-Cola KO Stock Holding History

Spectrum Wealth Advisory Group’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 		$82.9K Buy
+1,020
New +$80.6K 0.02% 113

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

Spectrum Wealth Advisory Group's KO Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Coca-Cola (KO) in Q2 2026: 1,020 shares worth $82.9K. The stake represents 0.02% of the portfolio and ranks #113 among its holdings.

3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Spectrum Wealth Advisory Group held 1,020 shares of Coca-Cola worth $82.9K as of Q2 2026.
  • Coca-Cola was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Coca-Cola made up 0.02% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #113 holding.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.