WAG
KO icon

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

Winthrop Advisory Group’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 		$524K Buy
6,409
+1,015
+19% +$80.2K 0.04% 123
2026
Q1 		$413K Sell
5,394
-39
-0.7% -$2.95K 0.03% 114
2025
Q4 		$380K Buy
5,433
+770
+17% +$53.7K 0.03% 121
2025
Q3 		$312K Buy
4,663
+3
+0.1% +$206 0.03% 133
2025
Q2 		$332K Buy
4,660
+106
+2% +$7.55K 0.03% 129
2025
Q1 		$328K Sell
4,554
-30
-0.7% -$2K 0.04% 111
2024
Q4 		$285K Sell
4,584
-173
-4% -$11.3K 0.03% 123
2024
Q3 		$344K Sell
4,757
-11
-0.2% -$753 0.04% 105
2024
Q2 		$303K Buy
4,768
+842
+21% +$52.1K 0.04% 108
2024
Q1 		$242K Buy
3,926
+42
+1% +$2.52K 0.04% 127
2023
Q4 		$229K Sell
3,884
-25
-0.6% -$1.42K 0.04% 126
2023
Q3 		$221K Buy
3,909
+8
+0.2% +$480 0.04% 115
2023
Q2 		$237K Buy
3,901
+272
+7% +$16.9K 0.04% 116
2023
Q1 		$227K Sell
3,629
-385
-10% -$23.3K 0.04% 109
2022
Q4 		$255K Buy
4,014
+80
+2% +$4.83K 0.05% 107
2022
Q3 		$222K Buy
3,934
+27
+0.7% +$1.68K 0.05% 101
2022
Q2 		$247K Sell
3,907
-17
-0.4% -$1.08K 0.06% 100
2022
Q1 		$245K Sell
3,924
-20
-0.5% -$1.22K 0.05% 115
2021
Q4 		$234K Sell
3,944
-9
-0.2% -$501 0.05% 124
2021
Q3 		$209K Buy
+3,953
New +$220K 0.05% 131
2021
Q2 		– Sell
-5,400
Closed -$285K – 138
2021
Q1 		$285K Buy
+5,400
New +$272K 0.07% 100

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

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

Winthrop Advisory Group increased its Coca-Cola (KO) stake by 19% in Q2 2026, buying an estimated $80.2K and bringing the position to 6,409 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #123.

Winthrop Advisory Group first reported a position in KO in Q1 2021 and has held it in 21 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Winthrop Advisory Group held 6,409 shares of Coca-Cola worth $524K as of Q2 2026.
  • Winthrop Advisory Group bought 1,015 Coca-Cola shares in Q2 2026, an estimated $80.2K.
  • Coca-Cola made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Winthrop Advisory Group first reported a position in Coca-Cola in Q1 2021 and has held it in 21 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.