Wetzel Investment Advisors’s Coca-Cola KO Stock Holding History

Wetzel Investment 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	$206K	Sell	2,518 -709	-22%	-$56K	0.07%	136
2026 Q1	$247K	Sell	3,227 -58	-2%	-$4.38K	0.1%	120
2025 Q4	$230K	Sell	3,285 -158	-5%	-$11K	0.09%	126
2025 Q3	$230K	Sell	3,443 -442	-11%	-$30.4K	0.1%	121
2025 Q2	$277K	Sell	3,885 -1,370	-26%	-$97.6K	0.13%	99
2025 Q1	$379K	Sell	5,255 -20	-0.4%	-$1.34K	0.19%	79
2024 Q4	$328K	Sell	5,275 -118	-2%	-$7.7K	0.16%	91
2024 Q3	$390K	Buy	5,393 +143	+3%	+$9.79K	0.2%	78
2024 Q2	$321K	Sell	5,250 -223	-4%	-$13.8K	0.18%	83
2024 Q1	$322K	Sell	5,473 -13	-0.2%	-$781	0.19%	82
2023 Q4	$323K	Buy	+5,486	New	+$312K	0.2%	80

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wetzel Investment Advisors's KO Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Coca-Cola (KO) stake by 22% in Q2 2026, selling an estimated $56K and leaving 2,518 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #136.

Wetzel Investment Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $390K in Q3 2024. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wetzel Investment Advisors held 2,518 shares of Coca-Cola worth $206K as of Q2 2026.
Wetzel Investment Advisors sold 709 Coca-Cola shares in Q2 2026, an estimated $56K.
Coca-Cola made up 0.07% of Wetzel Investment Advisors's portfolio in Q2 2026, its #136 holding.
Wetzel Investment Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's Coca-Cola position peaked at $390K in Q3 2024.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.