Wallace Advisory Group’s Coca-Cola KO Stock Holding History

Wallace Advisory Group’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	–	Sell	-2,976	Closed	-$226K	–	140
2026 Q1	$226K	Buy	2,976 +114	+4%	+$8.62K	0.24%	114
2025 Q4	$200K	Sell	2,862 -3,998	-58%	-$279K	0.21%	126
2025 Q3	$485K	Sell	6,860 -957	-12%	-$65.9K	0.39%	77
2025 Q2	$560K	Buy	7,817 +322	+4%	+$22.9K	0.41%	70
2025 Q1	$467K	Sell	7,495 -18	-0.2%	-$1.2K	0.32%	92
2024 Q4	$540K	Buy	7,513 +172	+2%	+$11.2K	0.37%	75
2024 Q3	$467K	Sell	7,341 -105	-1%	-$7.19K	0.34%	77
2024 Q2	$474K	Buy	7,446 +315	+4%	+$19.5K	0.34%	77
2024 Q1	$420K	Buy	7,131 +155	+2%	+$9.31K	0.32%	88
2023 Q4	$391K	Sell	6,976 -110	-2%	-$6.25K	0.31%	83
2023 Q3	$427K	Buy	7,086 +608	+9%	+$36.5K	0.31%	86
2023 Q2	$402K	Hold	6,478	–	–	0.31%	94
2023 Q1	$402K	Buy	6,478 +130	+2%	+$7.87K	0.31%	94
2022 Q4	$404K	Buy	+6,348	New	+$383K	0.32%	87

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

Wallace Advisory Group's KO Position: Q2 2026 in Review

Wallace Advisory Group sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 2,976 shares — an estimated $226K sold.

Wallace Advisory Group first reported a position in KO in Q4 2022 and held it in 14 quarters. The position peaked at $560K in Q2 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wallace Advisory Group reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Wallace Advisory Group sold 2,976 Coca-Cola shares in Q2 2026, an estimated $226K.
Wallace Advisory Group first reported a position in Coca-Cola in Q4 2022 and held it in 14 quarters.
Wallace Advisory Group's Coca-Cola position peaked at $560K in Q2 2025.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.