Stratos Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.17M | Buy |
26,756
+681
| +3% | +$53.8K | 0.12% | 171 |
|
|
2026
Q1 | $1.98M | Buy |
26,075
+674
| +3% | +$51K | 0.12% | 173 |
|
|
2025
Q4 | $1.78M | Buy |
25,401
+291
| +1% | +$20.3K | 0.09% | 229 |
|
|
2025
Q3 | $1.67M | Buy |
25,110
+1,674
| +7% | +$115K | 0.08% | 249 |
|
|
2025
Q2 | $1.66M | Sell |
23,436
-530
| -2% | -$37.8K | 0.09% | 239 |
|
|
2025
Q1 | $1.72M | Sell |
23,966
-1,064
| -4% | -$71.1K | 0.09% | 220 |
|
|
2024
Q4 | $1.56M | Sell |
25,030
-640
| -2% | -$41.8K | 0.07% | 250 |
|
|
2024
Q3 | $1.84M | Buy |
25,670
+316
| +1% | +$21.6K | 0.08% | 255 |
|
|
2024
Q2 | $1.61M | Buy |
25,354
+5,026
| +25% | +$311K | 0.08% | 243 |
|
|
2024
Q1 | $1.24M | Sell |
20,328
-83,954
| -81% | -$5.04M | 0.07% | 292 |
|
|
2023
Q4 | $6.15M | Buy |
104,282
+127
| +0.1% | +$7.21K | 0.35% | 70 |
|
|
2023
Q3 | $5.83M | Buy |
104,155
+23,263
| +29% | +$1.4M | 0.38% | 67 |
|
|
2023
Q2 | $4.87M | Buy |
80,892
+1,248
| +2% | +$77.6K | 0.35% | 78 |
|
|
2023
Q1 | $4.94M | Buy |
79,644
+58
| +0.1% | +$3.51K | 0.38% | 72 |
|
|
2022
Q4 | $5.06M | Buy |
79,586
+1,063
| +1% | +$64.2K | 0.42% | 58 |
|
|
2022
Q3 | $4.4M | Buy |
78,523
+205
| +0.3% | +$12.7K | 0.46% | 48 |
|
|
2022
Q2 | $4.93M | Buy |
78,318
+1,235
| +2% | +$78.3K | 0.45% | 51 |
|
|
2022
Q1 | $4.78M | Sell |
77,083
-4,335
| -5% | -$264K | 0.39% | 61 |
|
|
2021
Q4 | $4.82M | Sell |
81,418
-2,083
| -2% | -$116K | 0.35% | 72 |
|
|
2021
Q3 | $4.38M | Sell |
83,501
-3,231
| -4% | -$180K | 0.37% | 66 |
|
|
2021
Q2 | $4.69M | Buy |
86,732
+5,273
| +6% | +$287K | 0.42% | 62 |
|
|
2021
Q1 | $4.29M | Sell |
81,459
-1,831
| -2% | -$92.2K | 0.46% | 54 |
|
|
2020
Q4 | $4.57M | Buy |
83,290
+1,713
| +2% | +$88.6K | 0.63% | 40 |
|
|
2020
Q3 | $4.03M | Buy |
81,577
+2,050
| +3% | +$98.6K | 0.98% | 29 |
|
|
2020
Q2 | $3.55M | Buy |
79,527
+72,674
| +1,060% | +$3.35M | 1.09% | 22 |
|
|
2020
Q1 | $303K | Sell |
6,853
-523
| -7% | -$28.2K | 0.21% | 109 |
|
|
2019
Q4 | $408K | Sell |
7,376
-1,482
| -17% | -$79.7K | 0.23% | 97 |
|
|
2019
Q3 | $482K | Buy |
8,858
+1,464
| +20% | +$78.4K | 0.18% | 122 |
|
|
2019
Q2 | $377K | Buy |
7,394
+1,168
| +19% | +$57.2K | 0.15% | 147 |
|
|
2019
Q1 | $292K | Buy |
6,226
+101
| +2% | +$4.72K | 0.16% | 159 |
|
|
2018
Q4 | $290K | Buy |
+6,125
| New | +$293K | 0.19% | 139 |
|
Other funds holding KO
Stratos Wealth Advisors's KO Position: Q2 2026 in Review
Stratos Wealth Advisors increased its Coca-Cola (KO) stake by 2.6% in Q2 2026, buying an estimated $53.8K and bringing the position to 26,756 shares worth $2.17M. The position accounts for 0.12% of the portfolio, ranked #171.
Stratos Wealth Advisors first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.15M in Q4 2023. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Stratos Wealth Advisors held 26,756 shares of Coca-Cola worth $2.17M as of Q2 2026.
- Stratos Wealth Advisors bought 681 Coca-Cola shares in Q2 2026, an estimated $53.8K.
- Coca-Cola made up 0.12% of Stratos Wealth Advisors's portfolio in Q2 2026, its #171 holding.
- Stratos Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
- Stratos Wealth Advisors's Coca-Cola position peaked at $6.15M in Q4 2023.
- 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.