Wealth Enhancement Advisory Services’s Coca-Cola KO Stock Holding History

Wealth Enhancement Advisory Services’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	$100M	Buy	1,220,829 +198,551	+19%	+$15.7M	0.17%	109
2026 Q1	$77.1M	Sell	1,022,278 -2,945	-0.3%	-$223K	0.16%	120
2025 Q4	$69.6M	Buy	1,025,223 +36,574	+4%	+$2.55M	0.09%	205
2025 Q3	$66M	Sell	988,649 -233,671	-19%	-$16.1M	0.1%	195
2025 Q2	$87.2M	Buy	1,222,320 +70,471	+6%	+$5.02M	0.14%	141
2025 Q1	$82.5M	Buy	1,151,849 +57,315	+5%	+$3.83M	0.16%	127
2024 Q4	$68.1M	Buy	1,094,534 +210,152	+24%	+$13.7M	0.13%	152
2024 Q3	$63.6M	Buy	884,382 +99,047	+13%	+$6.78M	0.14%	151
2024 Q2	$50M	Buy	785,335 +89,075	+13%	+$5.51M	0.12%	176
2024 Q1	$42.6M	Buy	696,260 +19,967	+3%	+$1.2M	0.11%	187
2023 Q4	$39.9M	Sell	676,293 -223,430	-25%	-$12.7M	0.12%	178
2023 Q3	$50.4M	Buy	899,723 +867,730	+2,712%	+$52M	0.17%	130
2023 Q2	$1.93M	Sell	31,993 -101,087	-76%	-$6.29M	0.02%	203
2023 Q1	$8.25M	Buy	133,080 +44,941	+51%	+$2.72M	0.1%	101
2022 Q4	$5.34M	Buy	88,139 +55,256	+168%	+$3.34M	0.07%	116
2022 Q3	$1.79M	Buy	32,883 +7,180	+28%	+$446K	0.03%	179
2022 Q2	$1.62M	Sell	25,703 -83,923	-77%	-$5.32M	0.02%	215
2022 Q1	$6.86M	Buy	109,626 +4,638	+4%	+$282K	0.09%	109
2021 Q4	$6.36M	Buy	104,988 +79,715	+315%	+$4.44M	0.09%	102
2021 Q3	$1.38M	Buy	+25,273	New	+$1.41M	0.02%	176
2020 Q3	–	Sell	-49,262	Closed	-$2.39M	–	221
2020 Q2	$2.39M	Sell	49,262 -4,619	-9%	-$213K	0.07%	109
2020 Q1	$2.52M	Buy	+53,881	New	+$2.91M	0.09%	92
2019 Q4	–	Sell	-89,167	Closed	-$4.75M	–	225
2019 Q3	$4.75M	Buy	89,167 +15,742	+21%	+$843K	0.19%	56
2019 Q2	$3.96M	Buy	+73,425	New	+$3.6M	0.17%	52
2018 Q2	–	Sell	-50,101	Closed	-$2.21M	–	177
2018 Q1	$2.21M	Sell	50,101 -4,569	-8%	-$205K	0.15%	61
2017 Q4	$2.52M	Sell	54,670 -28,035	-34%	-$1.29M	0.18%	64
2017 Q3	$3.76M	Buy	+82,705	New	+$3.76M	0.31%	43
2017 Q1	–	Sell	-42,922	Closed	-$1.78M	–	161
2016 Q4	$1.78M	Buy	42,922 +23,089	+116%	+$961K	0.22%	60
2016 Q3	$829K	Sell	19,833 -22,050	-53%	-$966K	0.12%	101
2016 Q2	$1.9M	Buy	41,883 +4,852	+13%	+$219K	0.34%	47
2016 Q1	$1.72M	Sell	37,031 -11,011	-23%	-$479K	0.35%	35
2015 Q4	$2.06M	Buy	48,042 +4,254	+10%	+$181K	0.52%	37
2015 Q3	$1.84M	Buy	43,788 +3,197	+8%	+$128K	0.56%	32
2015 Q2	$1.59M	Buy	40,591 +5,089	+14%	+$207K	0.49%	38
2015 Q1	$1.44M	Buy	35,502 +3,228	+10%	+$135K	0.55%	34
2014 Q4	$1.36M	Buy	+32,274	New	+$1.38M	0.54%	34

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's KO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Coca-Cola (KO) stake by 19% in Q2 2026, buying an estimated $15.7M and bringing the position to 1,220,829 shares worth $100M. The position accounts for 0.17% of the portfolio, ranked #109.

Wealth Enhancement Advisory Services first reported a position in KO in Q4 2014 and has held it in 36 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wealth Enhancement Advisory Services held 1,220,829 shares of Coca-Cola worth $100M as of Q2 2026.
Wealth Enhancement Advisory Services bought 198,551 Coca-Cola shares in Q2 2026, an estimated $15.7M.
Coca-Cola made up 0.17% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #109 holding.
Wealth Enhancement Advisory Services first reported a position in Coca-Cola in Q4 2014 and has held it in 36 quarters since.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.