Warren Street Wealth Advisors’s Coca-Cola KO Stock Holding History

Warren Street 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	$554K	Buy	6,811 +167	+3%	+$13.2K	0.12%	67
2026 Q1	$505K	Buy	6,644 +318	+5%	+$24K	0.13%	65
2025 Q4	$442K	Buy	6,326 +971	+18%	+$67.7K	0.13%	63
2025 Q3	$355K	Sell	5,355 -1,329	-20%	-$91.5K	0.11%	84
2025 Q2	$473K	Buy	6,684 +1,166	+21%	+$83.1K	0.16%	63
2025 Q1	$395K	Buy	5,518 +674	+14%	+$45K	0.15%	68
2024 Q4	$302K	Buy	4,844 +50	+1%	+$3.26K	0.12%	75
2024 Q3	$344K	Sell	4,794 -102	-2%	-$6.99K	0.14%	73
2024 Q2	$312K	Buy	4,896 +512	+12%	+$31.7K	0.15%	76
2024 Q1	$268K	Buy	4,384 +573	+15%	+$34.4K	0.13%	79
2023 Q4	$225K	Buy	+3,811	New	+$216K	0.13%	82
2023 Q3	–	Sell	-4,343	Closed	-$262K	–	84
2023 Q2	$262K	Buy	4,343 +936	+27%	+$58.2K	0.17%	65
2023 Q1	$211K	Buy	+3,407	New	+$206K	0.15%	67

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Warren Street Wealth Advisors's KO Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Coca-Cola (KO) stake by 2.5% in Q2 2026, buying an estimated $13.2K and bringing the position to 6,811 shares worth $554K. The position accounts for 0.12% of the portfolio, ranked #67.

Warren Street Wealth Advisors first reported a position in KO in Q1 2023 and has held it in 13 quarters since. 1,604 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Warren Street Wealth Advisors held 6,811 shares of Coca-Cola worth $554K as of Q2 2026.
Warren Street Wealth Advisors bought 167 Coca-Cola shares in Q2 2026, an estimated $13.2K.
Coca-Cola made up 0.12% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Warren Street Wealth Advisors first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
1,604 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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