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

WCG 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	$5.25M	Buy	64,591 +12,827	+25%	+$1.01M	0.12%	164
2026 Q1	$3.94M	Buy	51,764 +3,549	+7%	+$268K	0.11%	180
2025 Q4	$3.37M	Buy	48,215 +26,936	+127%	+$1.88M	0.09%	197
2025 Q3	$1.41M	Sell	21,279 -160	-0.7%	-$11K	0.09%	191
2025 Q2	$1.52M	Buy	21,439 +128	+0.6%	+$9.12K	0.1%	184
2025 Q1	$1.53M	Buy	21,311 +518	+2%	+$34.6K	0.12%	162
2024 Q4	$1.29M	Buy	20,793 +124	+0.6%	+$8.09K	0.09%	183
2024 Q3	$1.49M	Buy	20,669 +879	+4%	+$60.2K	0.1%	182
2024 Q2	$1.26M	Sell	19,790 -502	-2%	-$31.1K	0.09%	176
2024 Q1	$1.24M	Buy	20,292 +1,018	+5%	+$61.2K	0.1%	168
2023 Q4	$1.14M	Sell	19,274 -6,942	-26%	-$394K	0.08%	188
2023 Q3	$1.55M	Buy	+26,216	New	+$1.57M	0.11%	154
2022 Q4	–	Sell	-5,945	Closed	-$449K	–	224
2022 Q3	$449K	Sell	5,945 -2,161	-27%	-$134K	0.06%	194
2022 Q2	$510K	Buy	+8,106	New	+$514K	0.07%	168

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 $3.38T AUM 44.17% 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

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

WCG Wealth Advisors increased its Coca-Cola (KO) stake by 25% in Q2 2026, buying an estimated $1.01M and bringing the position to 64,591 shares worth $5.25M. The position accounts for 0.12% of the portfolio, ranked #164.

WCG Wealth Advisors first reported a position in KO in Q2 2022 and has held it in 14 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

WCG Wealth Advisors held 64,591 shares of Coca-Cola worth $5.25M as of Q2 2026.
WCG Wealth Advisors bought 12,827 Coca-Cola shares in Q2 2026, an estimated $1.01M.
Coca-Cola made up 0.12% of WCG Wealth Advisors's portfolio in Q2 2026, its #164 holding.
WCG Wealth Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 14 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.