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

Valued 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	$42.1K	Buy	515 +22	+4%	+$1.74K	0.02%	121
2026 Q1	$37.8K	Buy	493 +93	+23%	+$7.03K	0.02%	121
2025 Q4	$28K	Buy	400 +29	+8%	+$2.02K	0.01%	132
2025 Q3	$24.8K	Buy	371 +14	+4%	+$964	0.01%	130
2025 Q2	$25.4K	Buy	357 +8	+2%	+$570	0.01%	130
2025 Q1	$25.1K	Buy	349 +8	+2%	+$534	0.02%	133
2024 Q4	$21.2K	Sell	341 -24	-7%	-$1.57K	0.01%	153
2024 Q3	$26.3K	Buy	365 +75	+26%	+$5.14K	0.02%	122
2024 Q2	$18.6K	Buy	290 +44	+18%	+$2.72K	0.01%	140
2024 Q1	$15.1K	Buy	246 +72	+41%	+$4.33K	0.01%	148
2023 Q4	$9.84K	Buy	+174	New	+$9.88K	0.01%	117

Other funds holding KO

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Valued Wealth Advisors increased its Coca-Cola (KO) stake by 4.5% in Q2 2026, buying an estimated $1.74K and bringing the position to 515 shares worth $42.1K. The position accounts for 0.02% of the portfolio, ranked #121.

Valued Wealth Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Valued Wealth Advisors held 515 shares of Coca-Cola worth $42.1K as of Q2 2026.
Valued Wealth Advisors bought 22 Coca-Cola shares in Q2 2026, an estimated $1.74K.
Coca-Cola made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Valued Wealth Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.