WA
KO icon

Wealth Architects’s Coca-Cola KO Stock Holding History

Wealth Architects’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 		$501K Buy
6,165
+74
+1% +$5.84K 0.04% 148
2026
Q1 		$463K Buy
6,091
+17
+0.3% +$1.28K 0.04% 148
2025
Q4 		$425K Sell
6,074
-17
-0.3% -$1.19K 0.04% 150
2025
Q3 		$404K Buy
6,091
+60
+1% +$4.13K 0.04% 152
2025
Q2 		$427K Sell
6,031
-12
-0.2% -$855 0.04% 149
2025
Q1 		$433K Sell
6,043
-269
-4% -$18K 0.05% 145
2024
Q4 		$393K Sell
6,312
-327
-5% -$21.3K 0.04% 146
2024
Q3 		$477K Sell
6,639
-74
-1% -$5.07K 0.05% 127
2024
Q2 		$427K Buy
6,713
+112
+2% +$6.93K 0.05% 136
2024
Q1 		$404K Sell
6,601
-153
-2% -$9.19K 0.05% 134
2023
Q4 		$398K Buy
6,754
+12
+0.2% +$682 0.06% 131
2023
Q3 		$377K Sell
6,742
-67
-1% -$4.02K 0.06% 127
2023
Q2 		$410K Sell
6,809
-267
-4% -$16.6K 0.07% 131
2023
Q1 		$439K Sell
7,076
-248
-3% -$15K 0.08% 118
2022
Q4 		$466K Sell
7,324
-506
-6% -$30.5K 0.09% 106
2022
Q3 		$439K Sell
7,830
-1,261
-14% -$78.4K 0.09% 100
2022
Q2 		$572K Sell
9,091
-184
-2% -$11.7K 0.11% 87
2022
Q1 		$575K Buy
9,275
+770
+9% +$46.8K 0.1% 97
2021
Q4 		$504K Sell
8,505
-177
-2% -$9.86K 0.09% 109
2021
Q3 		$456K Buy
8,682
+416
+5% +$23.2K 0.09% 106
2021
Q2 		$447K Buy
8,266
+519
+7% +$28.2K 0.09% 101
2021
Q1 		$408K Buy
7,747
+280
+4% +$14.1K 0.09% 100
2020
Q4 		$409K Buy
7,467
+64
+0.9% +$3.31K 0.1% 94
2020
Q3 		$365K Buy
7,403
+816
+12% +$39.2K 0.1% 96
2020
Q2 		$294K Buy
6,587
+951
+17% +$43.8K 0.08% 109
2020
Q1 		$249K Buy
5,636
+117
+2% +$6.32K 0.09% 108
2019
Q4 		$305K Sell
5,519
-1,345
-20% -$72.3K 0.09% 93
2019
Q3 		$374K Sell
6,864
-102
-1% -$5.46K 0.11% 78
2019
Q2 		$355K Buy
6,966
+996
+17% +$48.8K 0.11% 83
2019
Q1 		$280K Sell
5,970
-1,062
-15% -$49.7K 0.09% 98
2018
Q4 		$333K Sell
7,032
-191
-3% -$9.14K 0.12% 76
2018
Q3 		$334K Buy
7,223
+2,186
+43% +$99.9K 0.1% 89
2018
Q2 		$221K Buy
5,037
+337
+7% +$14.6K 0.07% 118
2018
Q1 		$204K Sell
4,700
-4,525
-49% -$203K 0.07% 122
2017
Q4 		$423K Sell
9,225
-44
-0.5% -$2.02K 0.14% 70
2017
Q3 		$417K Sell
9,269
-261
-3% -$11.9K 0.15% 72
2017
Q2 		$427K Sell
9,530
-212
-2% -$9.37K 0.16% 68
2017
Q1 		$413K Buy
9,742
+144
+2% +$6.01K 0.16% 71
2016
Q4 		$398K Sell
9,598
-232
-2% -$9.65K 0.18% 71
2016
Q3 		$415K Sell
9,830
-999
-9% -$43.8K 0.19% 67
2016
Q2 		$490K Buy
10,829
+2,229
+26% +$101K 0.24% 61
2016
Q1 		$399K Sell
8,600
-58
-0.7% -$2.52K 0.2% 68
2015
Q4 		$372K Sell
8,658
-400
-4% -$17K 0.18% 77
2015
Q3 		$363K Buy
9,058
+151
+2% +$6.05K 0.19% 73
2015
Q2 		$349K Sell
8,907
-200
-2% -$8.13K 0.19% 79
2015
Q1 		$369K Sell
9,107
-361
-4% -$15.1K 0.21% 62
2014
Q4 		$400K Buy
+9,468
New +$404K 0.24% 58

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Architects's KO Position: Q2 2026 in Review

Wealth Architects increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $5.84K and bringing the position to 6,165 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #148.

Wealth Architects first reported a position in KO in Q4 2014 and has held it in 47 quarters since. The position peaked at $575K in Q1 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wealth Architects held 6,165 shares of Coca-Cola worth $501K as of Q2 2026.
  • Wealth Architects bought 74 Coca-Cola shares in Q2 2026, an estimated $5.84K.
  • Coca-Cola made up 0.04% of Wealth Architects's portfolio in Q2 2026, its #148 holding.
  • Wealth Architects first reported a position in Coca-Cola in Q4 2014 and has held it in 47 quarters since.
  • Wealth Architects's Coca-Cola position peaked at $575K in Q1 2022.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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