Wealth Advisory Solutions’s Coca-Cola KO Stock Holding History

Wealth Advisory Solutions’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 Q1	$232K	Sell	3,049 -28	-0.9%	-$2.12K	0.05%	125
2025 Q4	$215K	Sell	3,077 -13	-0.4%	-$906	0.05%	132
2025 Q3	$205K	Sell	3,090 -54	-2%	-$3.72K	0.05%	136
2025 Q2	$222K	Sell	3,144 -15	-0.5%	-$1.07K	0.06%	133
2025 Q1	$226K	Sell	3,159 -1,330	-30%	-$88.8K	0.06%	128
2024 Q4	$279K	Buy	+4,489	New	+$293K	0.08%	106
2024 Q3	–	Sell	-27,136	Closed	-$1.73M	–	128
2024 Q2	$1.73M	Sell	27,136 -223	-0.8%	-$13.8K	0.47%	47
2024 Q1	$1.67M	Buy	27,359 +1,802	+7%	+$108K	0.43%	51
2023 Q4	$1.51M	Buy	25,557 +15,110	+145%	+$858K	0.53%	38
2023 Q3	$585K	Sell	10,447 -316	-3%	-$19K	0.11%	90
2023 Q2	$648K	Sell	10,763 -85,488	-89%	-$5.32M	0.17%	76
2023 Q1	$5.97M	Sell	96,251 -36,939	-28%	-$2.24M	1.59%	17
2022 Q4	$8.47M	Sell	133,190 -2,667	-2%	-$161K	2.28%	11
2022 Q3	$7.61M	Sell	135,857 -574	-0.4%	-$35.7K	2.1%	10
2022 Q2	$8.58M	Buy	136,431 +22,802	+20%	+$1.45M	2.11%	11
2022 Q1	$7.04M	Buy	+113,629	New	+$6.91M	1.47%	18
2021 Q3	$1.6M	Buy	30,543 +2,347	+8%	+$131K	0.36%	67
2021 Q2	$1.53M	Sell	28,196 -316	-1%	-$17.2K	0.36%	68
2021 Q1	$2K	Buy	28,512 +23,159	+433%	+$1.17M	﹤0.01%	109
2020 Q4	$293K	Sell	5,353 -104	-2%	-$5.38K	0.08%	126
2020 Q3	$269K	Buy	5,457 +427	+8%	+$20.5K	0.07%	154
2020 Q2	$224K	Buy	+5,030	New	+$232K	0.06%	163

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisory Solutions's KO Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Coca-Cola (KO) stake by 0.91% in Q1 2026, selling an estimated $2.12K and leaving 3,049 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #125.

Wealth Advisory Solutions first reported a position in KO in Q2 2020 and has held it in 22 quarters since. The position peaked at $8.58M in Q2 2022. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Wealth Advisory Solutions held 3,049 shares of Coca-Cola worth $232K as of Q1 2026.
Wealth Advisory Solutions sold 28 Coca-Cola shares in Q1 2026, an estimated $2.12K.
Coca-Cola made up 0.05% of Wealth Advisory Solutions's portfolio in Q1 2026, its #125 holding.
Wealth Advisory Solutions first reported a position in Coca-Cola in Q2 2020 and has held it in 22 quarters since.
Wealth Advisory Solutions's Coca-Cola position peaked at $8.58M in Q2 2022.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.