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

Activest 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	$31.7K	Sell	390 -990	-72%	-$78.2K	0.01%	351
2026 Q1	$105K	Buy	1,380 +318	+30%	+$24K	0.02%	226
2025 Q4	$74.3K	Buy	1,062 +300	+39%	+$20.9K	0.01%	256
2025 Q3	$50.5K	Sell	762 -142	-16%	-$9.77K	0.01%	260
2025 Q2	$63.9K	Sell	904 -519	-36%	-$37K	0.02%	182
2025 Q1	$102K	Buy	1,423 +758	+114%	+$50.6K	0.03%	131
2024 Q4	$41.4K	Sell	665 -61	-8%	-$3.98K	0.01%	186
2024 Q3	$52.2K	Buy	726 +85	+13%	+$5.82K	0.02%	171
2024 Q2	$40.8K	Buy	+641	New	+$39.7K	0.01%	190
2022 Q3	–	Sell	-245	Closed	-$15K	–	543
2022 Q2	$15K	Buy	245 +55	+29%	+$3.49K	0.01%	178
2022 Q1	$12K	Sell	190 -120	-39%	-$7.3K	0.01%	188
2021 Q4	$18K	Buy	310 +120	+63%	+$6.68K	0.01%	176
2021 Q3	$10K	Hold	190	–	–	0.01%	226
2021 Q2	$10K	Hold	190	–	–	0.01%	196
2021 Q1	$10K	Buy	+190	New	+$9.56K	0.01%	191

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Activest Wealth Management reduced its Coca-Cola (KO) stake by 72% in Q2 2026, selling an estimated $78.2K and leaving 390 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #351.

Activest Wealth Management first reported a position in KO in Q1 2021 and has held it in 15 quarters since. The position peaked at $105K in Q1 2026. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Activest Wealth Management held 390 shares of Coca-Cola worth $31.7K as of Q2 2026.
Activest Wealth Management sold 990 Coca-Cola shares in Q2 2026, an estimated $78.2K.
Coca-Cola made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #351 holding.
Activest Wealth Management first reported a position in Coca-Cola in Q1 2021 and has held it in 15 quarters since.
Activest Wealth Management's Coca-Cola position peaked at $105K in Q1 2026.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.