Washington Trust Advisors’s Coca-Cola KO Stock Holding History

Washington Trust 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	$3.66M	Sell	45,024 -5,725	-11%	-$452K	0.27%	63
2026 Q1	$3.86M	Buy	50,749 +941	+2%	+$71.1K	0.31%	59
2025 Q4	$3.48M	Sell	49,808 -1,493	-3%	-$104K	0.27%	61
2025 Q3	$3.4M	Sell	51,301 -102	-0.2%	-$7.02K	0.26%	63
2025 Q2	$3.64M	Sell	51,403 -2,440	-5%	-$174K	0.3%	58
2025 Q1	$3.86M	Sell	53,843 -345	-0.6%	-$23K	0.34%	55
2024 Q4	$3.37M	Sell	54,188 -2,373	-4%	-$155K	0.28%	59
2024 Q3	$4.06M	Buy	56,561 +296	+0.5%	+$20.3K	0.35%	55
2024 Q2	$3.58M	Sell	56,265 -3,640	-6%	-$225K	0.33%	55
2024 Q1	$3.67M	Sell	59,905 -3,185	-5%	-$191K	0.34%	53
2023 Q4	$3.72M	Sell	63,090 -1,113	-2%	-$63.2K	0.36%	52
2023 Q3	$3.59M	Sell	64,203 -600	-0.9%	-$36K	0.37%	56
2023 Q2	$3.9M	Sell	64,803 -46	-0.1%	-$2.86K	0.38%	57
2023 Q1	$4.02M	Sell	64,849 -1,580	-2%	-$95.7K	0.41%	56
2022 Q4	$4.23M	Sell	66,429 -4,803	-7%	-$290K	0.46%	56
2022 Q3	$3.99M	Sell	71,232 -3,312	-4%	-$206K	0.37%	62
2022 Q2	$4.69M	Buy	74,544 +369	+0.5%	+$23.4K	0.41%	59
2022 Q1	$4.6M	Sell	74,175 -1,210	-2%	-$73.6K	0.33%	67
2021 Q4	$4.46M	Buy	+75,385	New	+$4.2M	0.3%	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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Washington Trust Advisors's KO Position: Q2 2026 in Review

Washington Trust Advisors reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $452K and leaving 45,024 shares worth $3.66M. The position accounts for 0.27% of the portfolio, ranked #63.

Washington Trust Advisors first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.69M in Q2 2022. 1,974 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Washington Trust Advisors held 45,024 shares of Coca-Cola worth $3.66M as of Q2 2026.
Washington Trust Advisors sold 5,725 Coca-Cola shares in Q2 2026, an estimated $452K.
Coca-Cola made up 0.27% of Washington Trust Advisors's portfolio in Q2 2026, its #63 holding.
Washington Trust Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Coca-Cola position peaked at $4.69M in Q2 2022.
1,974 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.