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Wiser Advisor Group’s Coca-Cola KO Stock Holding History

Wiser Advisor 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 		$1.28M Buy
15,780
+82
+0.5% +$6.48K 1.4% 26
2026
Q1 		$1.19M Sell
15,698
-9
-0.1% -$680 1.44% 29
2025
Q4 		$1.1M Buy
15,707
+362
+2% +$25.2K 1.26% 30
2025
Q3 		$1.02M Buy
15,345
+615
+4% +$42.3K 1.27% 29
2025
Q2 		$1.04M Buy
14,730
+378
+3% +$26.9K 1.81% 22
2025
Q1 		$1.03M Buy
14,352
+463
+3% +$30.9K 1.52% 24
2024
Q4 		$865K Buy
13,889
+377
+3% +$24.6K 1.26% 25
2024
Q3 		$971K Buy
13,512
+108
+0.8% +$7.4K 1.45% 25
2024
Q2 		$853K Sell
13,404
-311
-2% -$19.3K 1.34% 25
2024
Q1 		$841K Sell
13,715
-248
-2% -$14.9K 1.32% 24
2023
Q4 		$823K Buy
+13,963
New +$793K 1.37% 24

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wiser Advisor Group's KO Position: Q2 2026 in Review

Wiser Advisor Group increased its Coca-Cola (KO) stake by 0.52% in Q2 2026, buying an estimated $6.48K and bringing the position to 15,780 shares worth $1.28M. The position accounts for 1.4% of the portfolio, ranked #26.

Wiser Advisor Group first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wiser Advisor Group held 15,780 shares of Coca-Cola worth $1.28M as of Q2 2026.
  • Wiser Advisor Group bought 82 Coca-Cola shares in Q2 2026, an estimated $6.48K.
  • Coca-Cola made up 1.4% of Wiser Advisor Group's portfolio in Q2 2026, its #26 holding.
  • Wiser Advisor Group first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.