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TrueWealth Advisors’s Coca-Cola KO Stock Holding History

TrueWealth 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 		$533K Sell
6,564
-7,497
-53% -$592K 0.12% 140
2026
Q1 		$1.07M Buy
14,061
+8,801
+167% +$665K 0.27% 70
2025
Q4 		$368K Buy
5,260
+13
+0.2% +$906 0.1% 172
2025
Q3 		$348K Buy
5,247
+10
+0.2% +$688 0.09% 166
2025
Q2 		$371K Buy
5,237
+1
+0% +$71 0.11% 150
2025
Q1 		$375K Sell
5,236
-90
-2% -$6.01K 0.12% 137
2024
Q4 		$332K Buy
5,326
+156
+3% +$10.2K 0.11% 158
2024
Q3 		$371K Buy
5,170
+228
+5% +$15.6K 0.12% 152
2024
Q2 		$315K Buy
4,942
+963
+24% +$59.6K 0.12% 146
2024
Q1 		$243K Sell
3,979
-71
-2% -$4.26K 0.09% 181
2023
Q4 		$239K Buy
4,050
+75
+2% +$4.26K 0.09% 172
2023
Q3 		$223K Buy
3,975
+332
+9% +$19.9K 0.09% 173
2023
Q2 		$219K Sell
3,643
-336
-8% -$20.9K 0.09% 174
2023
Q1 		$247K Sell
3,979
-1
-0% -$61 0.1% 157
2022
Q4 		$253K Sell
3,980
-47
-1% -$2.84K 0.11% 147
2022
Q3 		$226K Buy
4,027
+32
+0.8% +$1.99K 0.11% 141
2022
Q2 		$251K Buy
+3,995
New +$253K 0.12% 136

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TrueWealth Advisors's KO Position: Q2 2026 in Review

TrueWealth Advisors reduced its Coca-Cola (KO) stake by 53% in Q2 2026, selling an estimated $592K and leaving 6,564 shares worth $533K. The position accounts for 0.12% of the portfolio, ranked #140.

TrueWealth Advisors first reported a position in KO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q1 2026. 1,737 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • TrueWealth Advisors held 6,564 shares of Coca-Cola worth $533K as of Q2 2026.
  • TrueWealth Advisors sold 7,497 Coca-Cola shares in Q2 2026, an estimated $592K.
  • Coca-Cola made up 0.12% of TrueWealth Advisors's portfolio in Q2 2026, its #140 holding.
  • TrueWealth Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 17 quarters since.
  • TrueWealth Advisors's Coca-Cola position peaked at $1.07M in Q1 2026.
  • 1,737 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.