Altus Wealth Group’s Coca-Cola KO Stock Holding History

Altus Wealth Group’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	$306K	Buy	3,763 +158	+4%	+$12.5K	0.11%	111
2026 Q1	$274K	Buy	3,605 +595	+20%	+$45K	0.11%	112
2025 Q4	$210K	Buy	+3,010	New	+$210K	0.08%	131
2025 Q3	–	Sell	-3,255	Closed	-$230K	–	146
2025 Q2	$230K	Buy	3,255 +11	+0.3%	+$784	0.1%	118
2025 Q1	$232K	Sell	3,244 -58	-2%	-$3.87K	0.11%	116
2024 Q4	$206K	Buy	3,302 +411	+14%	+$26.8K	0.09%	137
2024 Q3	$208K	Buy	+2,891	New	+$198K	0.09%	135
2023 Q2	–	Sell	-3,286	Closed	-$204K	–	138
2023 Q1	$204K	Buy	3,286 +100	+3%	+$6.05K	0.14%	124
2022 Q4	$203K	Buy	+3,186	New	+$192K	0.15%	129
2021 Q1	–	Sell	-2,242	Closed	-$123K	–	492
2020 Q4	$123K	Buy	+2,242	New	+$116K	0.12%	123

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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Altus Wealth Group's KO Position: Q2 2026 in Review

Altus Wealth Group increased its Coca-Cola (KO) stake by 4.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,763 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #111.

Altus Wealth Group first reported a position in KO in Q4 2020 and has held it in 10 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Altus Wealth Group held 3,763 shares of Coca-Cola worth $306K as of Q2 2026.
Altus Wealth Group bought 158 Coca-Cola shares in Q2 2026, an estimated $12.5K.
Coca-Cola made up 0.11% of Altus Wealth Group's portfolio in Q2 2026, its #111 holding.
Altus Wealth Group first reported a position in Coca-Cola in Q4 2020 and has held it in 10 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.