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

Allen 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	$932K	Sell	11,466 -2,327	-17%	-$184K	0.45%	30
2026 Q1	$1.05M	Sell	13,793 -630	-4%	-$47.6K	0.53%	31
2025 Q4	$1.01M	Buy	14,423 +650	+5%	+$45.3K	0.61%	31
2025 Q3	$913K	Sell	13,773 -3,135	-19%	-$216K	0.62%	30
2025 Q2	$1.2M	Buy	16,908 +70	+0.4%	+$4.99K	0.84%	26
2025 Q1	$1.21M	Buy	16,838 +280	+2%	+$18.7K	0.83%	25
2024 Q4	$1.03M	Sell	16,558 -450	-3%	-$29.4K	0.74%	29
2024 Q3	$1.22M	Buy	17,008 +77	+0.5%	+$5.27K	0.85%	27
2024 Q2	$1.08M	Sell	16,931 -483	-3%	-$29.9K	0.96%	26
2024 Q1	$1.07M	Sell	17,414 -660	-4%	-$39.6K	0.94%	29
2023 Q4	$1.07M	Buy	+18,074	New	+$1.03M	1.04%	26

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Allen Wealth Management reduced its Coca-Cola (KO) stake by 17% in Q2 2026, selling an estimated $184K and leaving 11,466 shares worth $932K. The position accounts for 0.45% of the portfolio, ranked #30.

Allen Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2024. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Allen Wealth Management held 11,466 shares of Coca-Cola worth $932K as of Q2 2026.
Allen Wealth Management sold 2,327 Coca-Cola shares in Q2 2026, an estimated $184K.
Coca-Cola made up 0.45% of Allen Wealth Management's portfolio in Q2 2026, its #30 holding.
Allen Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's Coca-Cola position peaked at $1.22M in Q3 2024.
1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.