Atlantic Edge Private Wealth Management’s Coca-Cola KO Stock Holding History

Atlantic Edge Private 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	$649K	Buy	7,981 +2	+0%	+$158	0.13%	95
2026 Q1	$607K	Hold	7,979	–	–	0.15%	89
2025 Q4	$558K	Buy	7,979 +4	+0.1%	+$279	0.14%	89
2025 Q3	$529K	Buy	7,975 +2	+0%	+$138	0.14%	90
2025 Q2	$564K	Buy	7,973 +2	+0%	+$142	0.15%	91
2025 Q1	$571K	Hold	7,971	–	–	0.17%	88
2024 Q4	$496K	Buy	7,971 +6,696	+525%	+$437K	0.15%	89
2024 Q3	$91.6K	Buy	1,275 +3	+0.2%	+$205	0.03%	169
2024 Q2	$81K	Buy	1,272 +2	+0.2%	+$124	0.03%	167
2024 Q1	$77.7K	Hold	1,270	–	–	0.03%	165
2023 Q4	$74.9K	Buy	+1,270	New	+$72.1K	0.03%	163

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

Atlantic Edge Private Wealth Management's KO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Coca-Cola (KO) stake by 0.03% in Q2 2026, buying an estimated $158 and bringing the position to 7,981 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #95.

Atlantic Edge Private Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,548 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Atlantic Edge Private Wealth Management held 7,981 shares of Coca-Cola worth $649K as of Q2 2026.
Atlantic Edge Private Wealth Management bought 2 Coca-Cola shares in Q2 2026, an estimated $158.
Coca-Cola made up 0.13% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #95 holding.
Atlantic Edge Private Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,548 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.