Wealth Alliance Advisory Group’s Coca-Cola KO Stock Holding History

Wealth Alliance Advisory Group’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	$1.04M	Buy	12,746 +108	+0.9%	+$8.53K	0.15%	80
2026 Q1	$961K	Sell	12,638 -313	-2%	-$23.7K	0.15%	89
2025 Q4	$905K	Buy	12,951 +481	+4%	+$33.5K	0.16%	82
2025 Q3	$827K	Sell	12,470 -1,772	-12%	-$122K	0.15%	83
2025 Q2	$1.01M	Buy	14,242 +1,175	+9%	+$83.7K	0.19%	78
2025 Q1	$936K	Buy	13,067 +54	+0.4%	+$3.61K	0.19%	77
2024 Q4	$810K	Sell	13,013 -1,031	-7%	-$67.3K	0.17%	82
2024 Q3	$1.01M	Buy	14,044 +7,070	+101%	+$484K	0.21%	76
2024 Q2	$444K	Sell	6,974 -4,280	-38%	-$265K	0.1%	118
2024 Q1	$689K	Buy	11,254 +4,233	+60%	+$254K	0.16%	85
2023 Q4	$414K	Buy	7,021 +308	+5%	+$17.5K	0.11%	113
2023 Q3	$376K	Buy	6,713 +2	+0%	+$120	0.11%	112
2023 Q2	$404K	Sell	6,711 -800	-11%	-$49.8K	0.14%	102
2023 Q1	$466K	Buy	7,511 +68	+0.9%	+$4.12K	0.17%	93
2022 Q4	$473K	Sell	7,443 -309	-4%	-$18.7K	0.18%	84
2022 Q3	$434K	Buy	7,752 +301	+4%	+$18.7K	0.19%	78
2022 Q2	$469K	Hold	7,451	–	–	0.22%	74
2022 Q1	$462K	Sell	7,451 -674	-8%	-$41K	0.2%	82
2021 Q4	$481K	Sell	8,125 -243	-3%	-$13.5K	0.21%	81
2021 Q3	$439K	Buy	8,368 +411	+5%	+$22.9K	0.21%	79
2021 Q2	$431K	Buy	7,957 +2	+0%	+$109	0.21%	79
2021 Q1	$419K	Sell	7,955 -195	-2%	-$9.81K	0.21%	79
2020 Q4	$447K	Sell	8,150 -83	-1%	-$4.29K	0.24%	72
2020 Q3	$406K	Sell	8,233 -3,640	-31%	-$175K	0.24%	63
2020 Q2	$530K	Sell	11,873 -760	-6%	-$35K	0.32%	51
2020 Q1	$559K	Buy	12,633 +871	+7%	+$47K	0.43%	43
2019 Q4	$651K	Buy	11,762 +520	+5%	+$28K	0.37%	47
2019 Q3	$599K	Buy	11,242 +498	+5%	+$26.7K	0.37%	47
2019 Q2	$560K	Buy	10,744 +18	+0.2%	+$882	0.35%	50
2019 Q1	$515K	Buy	10,726 +968	+10%	+$45.3K	0.33%	53
2018 Q4	$462K	Buy	9,758 +2,911	+43%	+$139K	0.35%	52
2018 Q3	$316K	Hold	6,847	–	–	0.16%	96
2018 Q2	$300K	Sell	6,847 -96	-1%	-$4.15K	0.16%	90
2018 Q1	$302K	Buy	+6,943	New	+$312K	0.18%	81

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 Alliance Advisory Group's KO Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Coca-Cola (KO) stake by 0.85% in Q2 2026, buying an estimated $8.53K and bringing the position to 12,746 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #80.

Wealth Alliance Advisory Group first reported a position in KO in Q1 2018 and has held it in 34 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wealth Alliance Advisory Group held 12,746 shares of Coca-Cola worth $1.04M as of Q2 2026.
Wealth Alliance Advisory Group bought 108 Coca-Cola shares in Q2 2026, an estimated $8.53K.
Coca-Cola made up 0.15% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #80 holding.
Wealth Alliance Advisory Group first reported a position in Coca-Cola in Q1 2018 and has held it in 34 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.