Wealthspire Advisors (New York)’s Coca-Cola KO Stock Holding History

Wealthspire Advisors (New York)’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	$16M	Buy	196,374 +19,301	+11%	+$1.52M	0.09%	134
2026 Q1	$13.5M	Sell	177,073 -7,566	-4%	-$572K	0.11%	95
2025 Q4	$12.9M	Buy	184,639 +42,605	+30%	+$2.97M	0.1%	97
2025 Q3	$9.42M	Sell	142,034 -151,314	-52%	-$10.4M	0.05%	119
2025 Q2	$20.8M	Buy	293,348 +468	+0.2%	+$33.3K	0.12%	77
2025 Q1	$21M	Buy	292,880 +147,510	+101%	+$9.85M	0.13%	78
2024 Q4	$9.05M	Buy	145,370 +6,460	+5%	+$422K	0.09%	108
2024 Q3	$9.98M	Sell	138,910 -4,392	-3%	-$301K	0.1%	102
2024 Q2	$9.12M	Sell	143,302 -1,385	-1%	-$85.7K	0.12%	85
2024 Q1	$8.85M	Buy	144,687 +6,387	+5%	+$384K	0.12%	83
2023 Q4	$8.15M	Sell	138,300 -8,389	-6%	-$477K	0.12%	84
2023 Q3	$8.21M	Buy	146,689 +9,939	+7%	+$596K	0.14%	79
2023 Q2	$8.24M	Sell	136,750 -317	-0.2%	-$19.7K	0.13%	77
2023 Q1	$8.5M	Sell	137,067 -12,564	-8%	-$761K	0.15%	74
2022 Q4	$9.52M	Buy	149,631 +9,654	+7%	+$583K	0.17%	70
2022 Q3	$7.84M	Buy	139,977 +34,292	+32%	+$2.13M	0.16%	76
2022 Q2	$6.65M	Buy	105,685 +14,067	+15%	+$892K	0.14%	75
2022 Q1	$5.68M	Sell	91,618 -22,254	-20%	-$1.35M	0.13%	69
2021 Q4	$6.74M	Buy	113,872 +9,683	+9%	+$539K	0.15%	69
2021 Q3	$5.47M	Buy	104,189 +19,071	+22%	+$1.06M	0.11%	91
2021 Q2	$4.61M	Sell	85,118 -47,228	-36%	-$2.57M	0.12%	70
2021 Q1	$6.98M	Buy	132,346 +15,600	+13%	+$785K	0.17%	72
2020 Q4	$6.4M	Buy	116,746 +88,748	+317%	+$4.59M	0.19%	64
2020 Q3	$1.38M	Buy	27,998 +5,596	+25%	+$269K	0.08%	106
2020 Q2	$1M	Sell	22,402 -108,211	-83%	-$4.98M	0.07%	107
2020 Q1	$5.78M	Buy	130,613 +115,393	+758%	+$6.23M	0.24%	60
2019 Q4	$842K	Buy	15,220 +3,430	+29%	+$184K	0.06%	73
2019 Q3	$642K	Buy	+11,790	New	+$631K	0.05%	72
2019 Q1	–	Sell	-4,420	Closed	-$209K	–	454
2018 Q4	$209K	Buy	+4,420	New	+$212K	0.02%	65

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s KO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $1.52M and bringing the position to 196,374 shares worth $16M. The position accounts for 0.09% of the portfolio, ranked #134.

Wealthspire Advisors (New York) first reported a position in KO in Q4 2018 and has held it in 29 quarters since. The position peaked at $21M in Q1 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wealthspire Advisors (New York) held 196,374 shares of Coca-Cola worth $16M as of Q2 2026.
Wealthspire Advisors (New York) bought 19,301 Coca-Cola shares in Q2 2026, an estimated $1.52M.
Coca-Cola made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #134 holding.
Wealthspire Advisors (New York) first reported a position in Coca-Cola in Q4 2018 and has held it in 29 quarters since.
Wealthspire Advisors (New York)'s Coca-Cola position peaked at $21M in Q1 2025.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.