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

Arista 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	$3.11M	Sell	38,246 -102	-0.3%	-$8.06K	0.34%	36
2026 Q1	$2.92M	Sell	38,348 -1,071	-3%	-$81K	0.36%	36
2025 Q4	$2.76M	Sell	39,419 -4	-0%	-$279	0.34%	39
2025 Q3	$2.61M	Sell	39,423 -436	-1%	-$30K	0.33%	42
2025 Q2	$2.82M	Buy	+39,859	New	+$2.84M	0.39%	34

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Arista Wealth Management reduced its Coca-Cola (KO) stake by 0.27% in Q2 2026, selling an estimated $8.06K and leaving 38,246 shares worth $3.11M. The position accounts for 0.34% of the portfolio, ranked #36.

Arista Wealth Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Arista Wealth Management held 38,246 shares of Coca-Cola worth $3.11M as of Q2 2026.
Arista Wealth Management sold 102 Coca-Cola shares in Q2 2026, an estimated $8.06K.
Coca-Cola made up 0.34% of Arista Wealth Management's portfolio in Q2 2026, its #36 holding.
Arista Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.