TRUE Private Wealth Advisors’s Coca-Cola KO Stock Holding History

TRUE Private 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	$364K	Sell	4,476 -14	-0.3%	-$1.11K	0.03%	207
2026 Q1	$342K	Sell	4,490 -126	-3%	-$9.53K	0.03%	202
2025 Q4	$323K	Sell	4,616 -5,024	-52%	-$350K	0.03%	202
2025 Q3	$639K	Buy	9,640 +2,060	+27%	+$142K	0.07%	135
2025 Q2	$536K	Buy	7,580 +3,075	+68%	+$219K	0.06%	139
2025 Q1	$323K	Sell	4,505 -12,793	-74%	-$854K	0.04%	177
2024 Q4	$1.08M	Buy	17,298 +12,523	+262%	+$817K	0.13%	92
2024 Q3	$343K	Sell	4,775 -6,467	-58%	-$443K	0.04%	155
2024 Q2	$716K	Buy	11,242 +270	+2%	+$16.7K	0.08%	122
2024 Q1	$670K	Buy	10,972 +5,655	+106%	+$340K	0.08%	135
2023 Q4	$313K	Sell	5,317 -12,431	-70%	-$706K	0.04%	215
2023 Q3	$994K	Buy	17,748 +2,701	+18%	+$162K	0.14%	92
2023 Q2	$906K	Buy	15,047 +9,309	+162%	+$579K	0.13%	87
2023 Q1	$356K	Sell	5,738 -5,542	-49%	-$336K	0.05%	153
2022 Q4	$718K	Sell	11,280 -8,824	-44%	-$533K	0.11%	92
2022 Q3	$1.13M	Buy	20,104 +3,808	+23%	+$237K	0.17%	60
2022 Q2	$1.02M	Buy	16,296 +157	+1%	+$9.95K	0.15%	75
2022 Q1	$1.05M	Sell	16,139 -1,230	-7%	-$74.8K	0.15%	82
2021 Q4	$1.03M	Sell	17,369 -796	-4%	-$44.3K	0.15%	89
2021 Q3	$960K	Buy	18,165 +3	+0%	+$167	0.14%	90
2021 Q2	$990K	Sell	18,162 -3,128	-15%	-$170K	0.15%	87
2021 Q1	$1.13M	Sell	21,290 -3,203	-13%	-$161K	0.18%	76
2020 Q4	$1.34M	Sell	24,493 -2,093	-8%	-$108K	0.23%	67
2020 Q3	$1.32M	Sell	26,586 -10,753	-29%	-$517K	0.23%	71
2020 Q2	$1.68M	Buy	37,339 +1,683	+5%	+$77.5K	0.31%	58
2020 Q1	$1.59M	Buy	35,656 +20,427	+134%	+$1.1M	0.34%	52
2019 Q4	$842K	Sell	15,229 -5,105	-25%	-$274K	0.13%	95
2019 Q3	$1.11M	Buy	20,334 +2,838	+16%	+$152K	0.19%	73
2019 Q2	$897K	Sell	17,496 -5,671	-24%	-$278K	0.15%	84
2019 Q1	$1.09M	Sell	23,167 -111	-0.5%	-$5.19K	0.21%	74
2018 Q4	$1.1M	Sell	23,278 -16,318	-41%	-$781K	0.19%	83
2018 Q3	$1.85M	Buy	39,596 +3,688	+10%	+$168K	0.26%	70
2018 Q2	$1.59M	Buy	35,908 +10,728	+43%	+$463K	0.25%	72
2018 Q1	$1.1M	Buy	25,180 +1,700	+7%	+$76.4K	0.19%	79
2017 Q4	$1.08M	Buy	23,480 +2,418	+11%	+$111K	0.19%	77
2017 Q3	$955K	Sell	21,062 -14,109	-40%	-$642K	0.22%	61
2017 Q2	$1.59M	Sell	35,171 -1,345	-4%	-$59.4K	0.37%	41
2017 Q1	$1.55M	Buy	36,516 +928	+3%	+$38.7K	0.36%	40
2016 Q4	$1.47M	Sell	35,588 -2,432	-6%	-$101K	0.36%	41
2016 Q3	$1.59M	Buy	38,020 +2,976	+8%	+$130K	0.51%	33
2016 Q2	$1.59M	Buy	35,044 +2,804	+9%	+$127K	0.53%	34
2016 Q1	$1.5M	Sell	32,240 -8	-0%	-$348	0.58%	28
2015 Q4	$1.39M	Buy	+32,248	New	+$1.37M	0.61%	29

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TRUE Private Wealth Advisors's KO Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Coca-Cola (KO) stake by 0.31% in Q2 2026, selling an estimated $1.11K and leaving 4,476 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #207.

TRUE Private Wealth Advisors first reported a position in KO in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.85M in Q3 2018. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

TRUE Private Wealth Advisors held 4,476 shares of Coca-Cola worth $364K as of Q2 2026.
TRUE Private Wealth Advisors sold 14 Coca-Cola shares in Q2 2026, an estimated $1.11K.
Coca-Cola made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #207 holding.
TRUE Private Wealth Advisors first reported a position in Coca-Cola in Q4 2015 and has held it in 43 quarters since.
TRUE Private Wealth Advisors's Coca-Cola position peaked at $1.85M in Q3 2018.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.