Wealth Advisory Solutions
KO icon

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
Q3 		$262K Sell
3,041
-8
-0.3% -$694 0.05% 125
2026
Q2 		$248K Hold
3,049
– – 0.05% 132
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 		$2M Buy
28,512
+23,159
+433% +$1.17M 0.42% 66
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wealth Advisory Solutions's KO Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Coca-Cola (KO) stake by 0.26% in Q3 2026, selling an estimated $694 and leaving 3,041 shares worth $262K. 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 24 quarters since. The position peaked at $8.58M in Q2 2022. 1,130 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Wealth Advisory Solutions held 3,041 shares of Coca-Cola worth $262K as of Q3 2026.
  • Wealth Advisory Solutions sold 8 Coca-Cola shares in Q3 2026, an estimated $694.
  • Coca-Cola made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2026, its #125 holding.
  • Wealth Advisory Solutions first reported a position in Coca-Cola in Q2 2020 and has held it in 24 quarters since.
  • Wealth Advisory Solutions's Coca-Cola position peaked at $8.58M in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.