WA
KO icon

Whipplewood Advisors’s Coca-Cola KO Stock Holding History

Whipplewood 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 		$19.2K Sell
236
-729
-76% -$57.6K 0.01% 196
2026
Q1 		$73.4K Buy
+965
New +$73K 0.04% 221
2025
Q3 		– Sell
-1,550
Closed -$110K – 769
2025
Q2 		$110K Buy
1,550
+191
+14% +$13.6K 0.06% 225
2025
Q1 		$111K Sell
1,359
-194
-12% -$13K 0.07% 211
2024
Q4 		$96.7K Buy
+1,553
New +$101K 0.06% 234

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

Whipplewood Advisors's KO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Coca-Cola (KO) stake by 76% in Q2 2026, selling an estimated $57.6K and leaving 236 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #196.

Whipplewood Advisors first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $111K in Q1 2025. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Whipplewood Advisors held 236 shares of Coca-Cola worth $19.2K as of Q2 2026.
  • Whipplewood Advisors sold 729 Coca-Cola shares in Q2 2026, an estimated $57.6K.
  • Coca-Cola made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #196 holding.
  • Whipplewood Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Coca-Cola position peaked at $111K in Q1 2025.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.