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Advus Financial Partners, LLC’s Coca-Cola KO Stock Holding History

Advus Financial Partners, LLC’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 		$491K Sell
6,046
-931
-13% -$73.5K 0.11% 131
2026
Q1 		$531K Sell
6,977
-393
-5% -$29.7K 0.13% 115
2025
Q4 		$515K Sell
7,370
-2,595
-26% -$181K 0.12% 119
2025
Q3 		$661K Sell
9,965
-2,528
-20% -$174K 0.16% 99
2025
Q2 		$884K Buy
12,493
+722
+6% +$51.4K 0.23% 76
2025
Q1 		$843K Buy
11,771
+522
+5% +$34.9K 0.24% 68
2024
Q4 		$700K Sell
11,249
-645
-5% -$42.1K 0.2% 74
2024
Q3 		$855K Sell
11,894
-498
-4% -$34.1K 0.24% 63
2024
Q2 		$789K Buy
12,392
+1,713
+16% +$106K 0.24% 62
2024
Q1 		$653K Buy
10,679
+24
+0.2% +$1.44K 0.2% 68
2023
Q4 		$628K Buy
10,655
+1,767
+20% +$100K 0.22% 67
2023
Q3 		$498K Sell
8,888
-2,445
-22% -$147K 0.2% 73
2023
Q2 		$682K Sell
11,333
-796
-7% -$49.5K 0.26% 57
2023
Q1 		$752K Buy
12,129
+1,332
+12% +$80.6K 0.31% 52
2022
Q4 		$687K Sell
10,797
-46
-0.4% -$2.78K 0.3% 52
2022
Q3 		$607K Buy
10,843
+148
+1% +$9.2K 0.32% 51
2022
Q2 		$673K Buy
10,695
+4,956
+86% +$314K 0.35% 42
2022
Q1 		$356K Buy
+5,739
New +$349K 0.18% 78
2021
Q3 		$217K Buy
+3,664
New +$204K 0.12% 94

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

Advus Financial Partners, LLC's KO Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Coca-Cola (KO) stake by 13% in Q2 2026, selling an estimated $73.5K and leaving 6,046 shares worth $491K. The position accounts for 0.11% of the portfolio, ranked #131.

Advus Financial Partners, LLC first reported a position in KO in Q3 2021 and has held it in 19 quarters since. The position peaked at $884K in Q2 2025. 3,626 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Advus Financial Partners, LLC held 6,046 shares of Coca-Cola worth $491K as of Q2 2026.
  • Advus Financial Partners, LLC sold 931 Coca-Cola shares in Q2 2026, an estimated $73.5K.
  • Coca-Cola made up 0.11% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #131 holding.
  • Advus Financial Partners, LLC first reported a position in Coca-Cola in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Coca-Cola position peaked at $884K in Q2 2025.
  • 3,626 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.