Wealth Preservation Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$665K Buy
8,186
+4,766
+139% +$376K 0.38% 38
2026
Q1
$260K Sell
3,420
-4,791
-58% -$362K 0.22% 53
2025
Q4
$574K Sell
8,211
-16
-0.2% -$1.11K 0.29% 38
2025
Q3
$546K Buy
8,227
+2
+0% +$138 0.32% 35
2025
Q2
$582K Buy
8,225
+30
+0.4% +$2.14K 0.36% 35
2025
Q1
$587K Buy
+8,195
New +$547K 0.42% 30

Other funds holding KO

Wealth Preservation Advisors's KO Position: Q2 2026 in Review

Wealth Preservation Advisors increased its Coca-Cola (KO) stake by 139% in Q2 2026, buying an estimated $376K and bringing the position to 8,186 shares worth $665K. The position accounts for 0.38% of the portfolio, ranked #38.

Wealth Preservation Advisors first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wealth Preservation Advisors held 8,186 shares of Coca-Cola worth $665K as of Q2 2026.
  • Wealth Preservation Advisors bought 4,766 Coca-Cola shares in Q2 2026, an estimated $376K.
  • Coca-Cola made up 0.38% of Wealth Preservation Advisors's portfolio in Q2 2026, its #38 holding.
  • Wealth Preservation Advisors first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.