Wealth Advisors of Iowa’s Coca-Cola KO Stock Holding History

Wealth Advisors of Iowa’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	$258K	Sell	3,169 -55	-2%	-$4.34K	0.07%	79
2026 Q1	$245K	Buy	3,224 +128	+4%	+$9.68K	0.08%	81
2025 Q4	$216K	Buy	3,096 +5	+0.2%	+$349	0.07%	78
2025 Q3	$205K	Buy	3,091 +2	+0.1%	+$138	0.07%	81
2025 Q2	$219K	Sell	3,089 -8	-0.3%	-$570	0.08%	69
2025 Q1	$222K	Buy	+3,097	New	+$207K	0.1%	65
2024 Q4	–	Sell	-3,068	Closed	-$220K	–	68
2024 Q3	$220K	Buy	+3,068	New	+$210K	0.11%	63
2023 Q1	–	Sell	-3,886	Closed	-$247K	–	62
2022 Q4	$247K	Buy	+3,886	New	+$235K	0.2%	55

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Wealth Advisors of Iowa's KO Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its Coca-Cola (KO) stake by 1.7% in Q2 2026, selling an estimated $4.34K and leaving 3,169 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #79.

Wealth Advisors of Iowa first reported a position in KO in Q4 2022 and has held it in 8 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wealth Advisors of Iowa held 3,169 shares of Coca-Cola worth $258K as of Q2 2026.
Wealth Advisors of Iowa sold 55 Coca-Cola shares in Q2 2026, an estimated $4.34K.
Coca-Cola made up 0.07% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #79 holding.
Wealth Advisors of Iowa first reported a position in Coca-Cola in Q4 2022 and has held it in 8 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.