Wealthcare Advisory Partners’s Coca-Cola KO Stock Holding History

Wealthcare Advisory Partners’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	$3.48M	Sell	42,824 -5,956	-12%	-$470K	0.07%	242
2026 Q1	$3.71M	Buy	48,780 +2,903	+6%	+$219K	0.07%	228
2025 Q4	$3.21M	Sell	45,877 -556	-1%	-$38.8K	0.06%	259
2025 Q3	$3.08M	Sell	46,433 -35	-0.1%	-$2.41K	0.06%	248
2025 Q2	$3.29M	Buy	46,468 +3,543	+8%	+$252K	0.08%	219
2025 Q1	$3.07M	Buy	42,925 +584	+1%	+$39K	0.08%	210
2024 Q4	$2.64M	Buy	42,341 +423	+1%	+$27.6K	0.07%	221
2024 Q3	$3.01M	Buy	41,918 +1,480	+4%	+$101K	0.09%	202
2024 Q2	$2.57M	Buy	40,438 +1,804	+5%	+$112K	0.08%	207
2024 Q1	$2.36M	Buy	38,634 +4,754	+14%	+$286K	0.08%	209
2023 Q4	$2M	Buy	33,880 +5,141	+18%	+$292K	0.08%	203
2023 Q3	$1.61M	Sell	28,739 -2,106	-7%	-$126K	0.07%	204
2023 Q2	$1.86M	Sell	30,845 -1,055	-3%	-$65.6K	0.08%	189
2023 Q1	$1.98M	Buy	31,900 +472	+2%	+$28.6K	0.09%	177
2022 Q4	$2M	Buy	31,428 +1,395	+5%	+$84.2K	0.1%	161
2022 Q3	$1.68M	Buy	30,033 +4,762	+19%	+$296K	0.1%	157
2022 Q2	$1.59M	Buy	25,271 +22	+0.1%	+$1.4K	0.1%	141
2022 Q1	$1.56M	Buy	25,249 +1,466	+6%	+$89.2K	0.1%	129
2021 Q4	$1.41M	Buy	23,783 +1,997	+9%	+$111K	0.08%	144
2021 Q3	$1.14M	Buy	21,786 +3,114	+17%	+$174K	0.07%	168
2021 Q2	$1.01M	Buy	18,672 +397	+2%	+$21.6K	0.07%	195
2021 Q1	$963K	Buy	18,275 +501	+3%	+$25.2K	0.07%	188
2020 Q4	$975K	Buy	17,774 +4,281	+32%	+$221K	0.09%	150
2020 Q3	$666K	Buy	13,493 +172	+1%	+$8.27K	0.07%	167
2020 Q2	$595K	Buy	13,321 +170	+1%	+$7.83K	0.07%	153
2020 Q1	$582K	Sell	13,151 -1,159	-8%	-$62.6K	0.09%	133
2019 Q4	$792K	Buy	14,310 +475	+3%	+$25.5K	0.1%	124
2019 Q3	$753K	Buy	13,835 +1,741	+14%	+$93.2K	0.11%	112
2019 Q2	$616K	Sell	12,094 -402	-3%	-$19.7K	0.1%	126
2019 Q1	$586K	Sell	12,496 -203	-2%	-$9.49K	0.1%	121
2018 Q4	$601K	Sell	12,699 -49	-0.4%	-$2.35K	0.12%	108
2018 Q3	$589K	Sell	12,748 -856	-6%	-$39.1K	0.11%	106
2018 Q2	$597K	Buy	13,604 +504	+4%	+$21.8K	0.12%	102
2018 Q1	$569K	Buy	13,100 +2,386	+22%	+$107K	0.13%	99
2017 Q4	$492K	Buy	10,714 +3,434	+47%	+$158K	0.13%	96
2017 Q3	$328K	Buy	7,280 +7,080	+3,540%	+$322K	0.1%	111
2017 Q2	$9K	Hold	200	–	–	﹤0.01%	80
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	80
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	85
2016 Q3	$8K	Hold	200	–	–	0.01%	68
2016 Q2	$9K	Buy	+200	New	+$9.04K	0.01%	79

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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Wealthcare Advisory Partners's KO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Coca-Cola (KO) stake by 12% in Q2 2026, selling an estimated $470K and leaving 42,824 shares worth $3.48M. The position accounts for 0.07% of the portfolio, ranked #242.

Wealthcare Advisory Partners first reported a position in KO in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.71M in Q1 2026. 1,601 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wealthcare Advisory Partners held 42,824 shares of Coca-Cola worth $3.48M as of Q2 2026.
Wealthcare Advisory Partners sold 5,956 Coca-Cola shares in Q2 2026, an estimated $470K.
Coca-Cola made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #242 holding.
Wealthcare Advisory Partners first reported a position in Coca-Cola in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's Coca-Cola position peaked at $3.71M in Q1 2026.
1,601 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.