WP Advisors’s Coca-Cola KO Stock Holding History

WP 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	$245K	Buy	3,013 +21	+0.7%	+$1.66K	0.06%	107
2026 Q1	$228K	Hold	2,992	–	–	0.06%	113
2025 Q4	$209K	Sell	2,992 -43	-1%	-$3K	0.05%	112
2025 Q3	$201K	Buy	3,035 +21	+0.7%	+$1.45K	0.05%	121
2025 Q2	$213K	Buy	3,014 +107	+4%	+$7.62K	0.06%	113
2025 Q1	$208K	Buy	+2,907	New	+$194K	0.07%	108
2024 Q4	–	Sell	-2,866	Closed	-$206K	–	105
2024 Q3	$206K	Buy	+2,866	New	+$196K	0.08%	98
2019 Q2	–	Sell	-2,511	Closed	-$1.18K	–	122
2019 Q1	$1.18K	Buy	+2,511	New	+$117K	0.13%	77
2018 Q4	–	Sell	-2,470	Closed	-$114K	–	161
2018 Q3	$114K	Buy	2,470 +22	+0.9%	+$1K	0.11%	80
2018 Q2	$107K	Buy	+2,448	New	+$106K	0.1%	81

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WP Advisors's KO Position: Q2 2026 in Review

WP Advisors increased its Coca-Cola (KO) stake by 0.7% in Q2 2026, buying an estimated $1.66K and bringing the position to 3,013 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #107.

WP Advisors first reported a position in KO in Q2 2018 and has held it in 10 quarters since. 1,683 funds tracked by Wall St. Rank hold KO as of Q2 2026.

WP Advisors held 3,013 shares of Coca-Cola worth $245K as of Q2 2026.
WP Advisors bought 21 Coca-Cola shares in Q2 2026, an estimated $1.66K.
Coca-Cola made up 0.06% of WP Advisors's portfolio in Q2 2026, its #107 holding.
WP Advisors first reported a position in Coca-Cola in Q2 2018 and has held it in 10 quarters since.
1,683 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.