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

World 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 		$12.6M Sell
165,977
-5,546
-3% -$438K 0.21% 106
2026
Q1 		$13M Sell
171,523
-17,118
-9% -$1.29M 0.21% 104
2025
Q4 		$13.2M Buy
188,641
+16,885
+10% +$1.18M 0.21% 101
2025
Q3 		$11.4M Buy
171,756
+4,126
+2% +$284K 0.23% 93
2025
Q2 		$11.9M Buy
167,630
+93,373
+126% +$6.65M 0.27% 77
2025
Q1 		$5.32M Buy
74,257
+9,460
+15% +$632K 0.14% 177
2024
Q4 		$4.03M Buy
64,797
+10,137
+19% +$662K 0.11% 205
2024
Q3 		$3.93M Buy
54,660
+16,343
+43% +$1.12M 0.12% 188
2024
Q2 		$2.44M Buy
38,317
+34,035
+795% +$2.11M 0.15% 145
2024
Q1 		$338K Sell
4,282
-6,466
-60% -$388K 0.05% 286
2023
Q4 		$633K Buy
10,748
+3,269
+44% +$186K 0.08% 196
2023
Q3 		$422K Buy
7,479
+706
+10% +$42.3K 0.08% 158
2023
Q2 		$411K Buy
6,773
+1,760
+35% +$109K 0.08% 153
2023
Q1 		$313K Buy
5,013
+101
+2% +$6.12K 0.07% 177
2022
Q4 		$312K Buy
4,912
+192
+4% +$11.6K 0.07% 172
2022
Q3 		$266K Hold
4,720
– – 0.06% 195
2022
Q2 		$302K Buy
+4,720
New +$299K 0.06% 193
2019
Q1 		– Sell
-4,293
Closed -$213K – 141
2018
Q4 		$213K Buy
+4,293
New +$205K 0.1% 140

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 $3.38T AUM 44.17% 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

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

World Investment Advisors reduced its Coca-Cola (KO) stake by 3.2% in Q2 2026, selling an estimated $438K and leaving 165,977 shares worth $12.6M. The position accounts for 0.21% of the portfolio, ranked #106.

World Investment Advisors first reported a position in KO in Q4 2018 and has held it in 18 quarters since. The position peaked at $13.2M in Q4 2025. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • World Investment Advisors held 165,977 shares of Coca-Cola worth $12.6M as of Q2 2026.
  • World Investment Advisors sold 5,546 Coca-Cola shares in Q2 2026, an estimated $438K.
  • Coca-Cola made up 0.21% of World Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • World Investment Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 18 quarters since.
  • World Investment Advisors's Coca-Cola position peaked at $13.2M in Q4 2025.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.