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

Strategic 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 		$37K Hold
533
– – 0.03% 118
2026
Q1 		$40K Hold
533
– – 0.03% 119
2025
Q4 		$37K Buy
+533
New +$37.2K 0.03% 118

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

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

Strategic Wealth Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 533 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #118.

Strategic Wealth Advisors first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $40K in Q1 2026. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Strategic Wealth Advisors held 533 shares of Coca-Cola worth $37K as of Q2 2026.
  • Strategic Wealth Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.03% of Strategic Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Strategic Wealth Advisors first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Coca-Cola position peaked at $40K in Q1 2026.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.