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

Strategies 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	$1.11M	Sell	13,702 -10	-0.1%	-$790	0.1%	78
2026 Q1	$1.04M	Sell	13,712 -159	-1%	-$12K	0.1%	63
2025 Q4	$970K	Buy	13,871 +161	+1%	+$11.2K	0.1%	62
2025 Q3	$909K	Sell	13,710 -16	-0.1%	-$1.1K	0.09%	65
2025 Q2	$971K	Sell	13,726 -48	-0.3%	-$3.42K	0.11%	60
2025 Q1	$986K	Buy	+13,774	New	+$920K	0.12%	56

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Strategies Wealth Advisors reduced its Coca-Cola (KO) stake by 0.07% in Q2 2026, selling an estimated $790 and leaving 13,702 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #78.

Strategies Wealth Advisors first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Strategies Wealth Advisors held 13,702 shares of Coca-Cola worth $1.11M as of Q2 2026.
Strategies Wealth Advisors sold 10 Coca-Cola shares in Q2 2026, an estimated $790.
Coca-Cola made up 0.1% of Strategies Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Strategies Wealth Advisors first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.