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Wellspring Financial Advisors’s Coca-Cola KO Stock Holding History

Wellspring Financial Advisors’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 		$302K Sell
13,528
-1,670
-11% -$132K 0.02% 220
2026
Q1 		$411K Sell
15,198
-38
-0.2% -$2.87K 0.03% 180
2025
Q4 		$450K Buy
15,236
+3,066
+25% +$214K 0.04% 152
2025
Q3 		$237K Buy
12,170
+320
+3% +$22K 0.02% 141
2025
Q2 		$205K Buy
11,850
+1,415
+14% +$101K 0.02% 164
2025
Q1 		$190K Sell
10,435
-400
-4% -$26.7K 0.02% 131
2024
Q4 		$171K Buy
10,835
+479
+5% +$31.3K 0.02% 138
2024
Q3 		$180K Buy
+10,356
New +$709K 0.02% 153
2023
Q4 		– Sell
-3,821
Closed -$214K – 139
2023
Q3 		$214K Sell
3,821
-276
-7% -$16.6K 0.06% 103
2023
Q2 		$247K Buy
4,097
+8
+0.2% +$498 0.07% 91
2023
Q1 		$254K Hold
4,089
– – 0.08% 98
2022
Q4 		$260K Sell
4,089
-138
-3% -$8.33K 0.09% 89
2022
Q3 		$237K Buy
4,227
+34
+0.8% +$2.11K 0.09% 74
2022
Q2 		$264K Buy
4,193
+180
+4% +$11.4K 0.09% 71
2022
Q1 		$249K Buy
4,013
+436
+12% +$26.5K 0.07% 80
2021
Q4 		$212K Buy
+3,577
New +$199K 0.06% 97

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wellspring Financial Advisors's KO Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $132K and leaving 13,528 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #220.

Wellspring Financial Advisors first reported a position in KO in Q4 2021 and has held it in 16 quarters since. The position peaked at $450K in Q4 2025. 1,424 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wellspring Financial Advisors held 13,528 shares of Coca-Cola worth $302K as of Q2 2026.
  • Wellspring Financial Advisors sold 1,670 Coca-Cola shares in Q2 2026, an estimated $132K.
  • Coca-Cola made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #220 holding.
  • Wellspring Financial Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 16 quarters since.
  • Wellspring Financial Advisors's Coca-Cola position peaked at $450K in Q4 2025.
  • 1,424 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.