Wilkerson Advisory Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$93K Buy
1,144
+156
+16% +$12.3K 0.03% 165
2026
Q1
$75.1K Buy
988
+88
+10% +$6.65K 0.03% 176
2025
Q4
$62.9K Buy
+900
New +$62.7K 0.02% 145

Other funds holding KO

Wilkerson Advisory Group's KO Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Coca-Cola (KO) stake by 16% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,144 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #165.

Wilkerson Advisory Group first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wilkerson Advisory Group held 1,144 shares of Coca-Cola worth $93K as of Q2 2026.
  • Wilkerson Advisory Group bought 156 Coca-Cola shares in Q2 2026, an estimated $12.3K.
  • Coca-Cola made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #165 holding.
  • Wilkerson Advisory Group first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.