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Abound Wealth Management’s Coca-Cola KO Stock Holding History

Abound Wealth Management’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 		$61.4K Sell
755
-801
-51% -$63.3K 0.01% 209
2026
Q1 		$118K Buy
1,556
+364
+31% +$27.5K 0.03% 136
2025
Q4 		$83.3K Buy
1,192
+13
+1% +$906 0.02% 161
2025
Q3 		$78.2K Buy
1,179
+54
+5% +$3.72K 0.02% 164
2025
Q2 		$79.6K Buy
1,125
+90
+9% +$6.41K 0.02% 149
2025
Q1 		$74.1K Sell
1,035
-269
-21% -$18K 0.02% 142
2024
Q4 		$81.2K Buy
1,304
+307
+31% +$20K 0.03% 125
2024
Q3 		$71.7K Sell
997
-145
-13% -$9.93K 0.02% 135
2024
Q2 		$72.7K Buy
1,142
+7
+0.6% +$433 0.03% 113
2024
Q1 		$69.4K Sell
1,135
-181
-14% -$10.9K 0.03% 114
2023
Q4 		$77.5K Sell
1,316
-36
-3% -$2.04K 0.03% 107
2023
Q3 		$75.7K Sell
1,352
-36
-3% -$2.16K 0.03% 99
2023
Q2 		$83.6K Buy
1,388
+262
+23% +$16.3K 0.04% 90
2023
Q1 		$69.8K Buy
1,126
+295
+35% +$17.9K 0.03% 100
2022
Q4 		$52.8K Buy
831
+188
+29% +$11.3K 0.03% 113
2022
Q3 		$36K Buy
+643
New +$40K 0.02% 144

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Abound Wealth Management's KO Position: Q2 2026 in Review

Abound Wealth Management reduced its Coca-Cola (KO) stake by 51% in Q2 2026, selling an estimated $63.3K and leaving 755 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #209.

Abound Wealth Management first reported a position in KO in Q3 2022 and has held it in 16 quarters since. The position peaked at $118K in Q1 2026. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Abound Wealth Management held 755 shares of Coca-Cola worth $61.4K as of Q2 2026.
  • Abound Wealth Management sold 801 Coca-Cola shares in Q2 2026, an estimated $63.3K.
  • Coca-Cola made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Abound Wealth Management first reported a position in Coca-Cola in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Coca-Cola position peaked at $118K in Q1 2026.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.