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Alteri Wealth’s Coca-Cola KO Stock Holding History

Alteri Wealth’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 		$622K Buy
7,659
+67
+0.9% +$5.29K 0.17% 148
2026
Q1 		$577K Sell
7,592
-146
-2% -$11K 0.19% 140
2025
Q4 		$541K Buy
7,738
+141
+2% +$9.83K 0.18% 142
2025
Q3 		$504K Buy
7,597
+50
+0.7% +$3.44K 0.17% 142
2025
Q2 		$534K Buy
7,547
+673
+10% +$47.9K 0.21% 127
2025
Q1 		$492K Buy
6,874
+140
+2% +$9.35K 0.22% 119
2024
Q4 		$419K Buy
+6,734
New +$440K 0.12% 143

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alteri Wealth's KO Position: Q2 2026 in Review

Alteri Wealth increased its Coca-Cola (KO) stake by 0.88% in Q2 2026, buying an estimated $5.29K and bringing the position to 7,659 shares worth $622K. The position accounts for 0.17% of the portfolio, ranked #148.

Alteri Wealth first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Alteri Wealth held 7,659 shares of Coca-Cola worth $622K as of Q2 2026.
  • Alteri Wealth bought 67 Coca-Cola shares in Q2 2026, an estimated $5.29K.
  • Coca-Cola made up 0.17% of Alteri Wealth's portfolio in Q2 2026, its #148 holding.
  • Alteri Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.