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

Athena 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 		$1.62M Buy
19,907
+1,851
+10% +$146K 1.2% 12
2026
Q1 		$1.37M Buy
18,056
+5,524
+44% +$418K 1.12% 16
2025
Q4 		$876K Buy
+12,532
New +$874K 0.85% 19

Other funds holding KO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

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

Athena Wealth Management increased its Coca-Cola (KO) stake by 10% in Q2 2026, buying an estimated $146K and bringing the position to 19,907 shares worth $1.62M. The position accounts for 1.2% of the portfolio, ranked #12.

Athena Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 962 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Athena Wealth Management held 19,907 shares of Coca-Cola worth $1.62M as of Q2 2026.
  • Athena Wealth Management bought 1,851 Coca-Cola shares in Q2 2026, an estimated $146K.
  • Coca-Cola made up 1.2% of Athena Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Athena Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 962 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.