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

Atticus 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 		$5.71M Sell
70,278
-4
-0% -$316 1.36% 10
2026
Q1 		$5.34M Buy
70,282
+36
+0.1% +$2.72K 1.45% 13
2025
Q4 		$4.91M Buy
70,246
+5
+0% +$349 1.21% 13
2025
Q3 		$4.66M Hold
70,241
– – 1.18% 13
2025
Q2 		$4.97M Sell
70,241
-1,449
-2% -$103K 1.34% 12
2025
Q1 		$5.13M Sell
71,690
-3,100
-4% -$207K 1.68% 11
2024
Q4 		$4.66M Sell
74,790
-3,489
-4% -$228K 1.45% 12
2024
Q3 		$5.63M Buy
78,279
+3,389
+5% +$232K 1.81% 11
2024
Q2 		$4.77M Sell
74,890
-34,338
-31% -$2.13M 1.56% 11
2024
Q1 		$6.68M Sell
109,228
-600
-0.5% -$36K 2.19% 11
2023
Q4 		$6.47M Hold
109,828
– – 2.28% 10
2023
Q3 		$6.15M Buy
109,828
+35
+0% +$2.1K 2.36% 8
2023
Q2 		$6.61M Sell
109,793
-246
-0.2% -$15.3K 2.44% 7
2023
Q1 		$6.83M Sell
110,039
-4,955
-4% -$300K 2.61% 6
2022
Q4 		$7.31M Buy
114,994
+1,158
+1% +$69.9K 3.01% 5
2022
Q3 		$7.16M Hold
113,836
– – 3.46% 6
2022
Q2 		$7.16M Buy
113,836
+136
+0.1% +$8.62K 2.97% 6
2022
Q1 		$7.05M Buy
113,700
+3,922
+4% +$239K 2.57% 7
2021
Q4 		$6.5M Sell
109,778
-1,725
-2% -$96.1K 2.54% 8
2021
Q3 		$5.85M Sell
111,503
-5,633
-5% -$314K 2.57% 7
2021
Q2 		$6.34M Sell
117,136
-4,098
-3% -$223K 2.76% 9
2021
Q1 		$6.39M Sell
121,234
-2,614
-2% -$132K 3.04% 7
2020
Q4 		$6.79M Buy
123,848
+8
+0% +$414 3.42% 6
2020
Q3 		$6.11M Sell
123,840
-893
-0.7% -$42.9K 3.65% 6
2020
Q2 		$5.57M Sell
124,733
-3,754
-3% -$173K 3.68% 5
2020
Q1 		$5.69M Sell
128,487
-489
-0.4% -$26.4K 4.58% 4
2019
Q4 		$7.14M Buy
+128,976
New +$6.93M 4.55% 4

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Atticus Wealth Management reduced its Coca-Cola (KO) stake by 0.01% in Q2 2026, selling an estimated $316 and leaving 70,278 shares worth $5.71M. The position accounts for 1.36% of the portfolio, ranked #10.

Atticus Wealth Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.31M in Q4 2022. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Atticus Wealth Management held 70,278 shares of Coca-Cola worth $5.71M as of Q2 2026.
  • Atticus Wealth Management sold 4 Coca-Cola shares in Q2 2026, an estimated $316.
  • Coca-Cola made up 1.36% of Atticus Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Atticus Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Coca-Cola position peaked at $7.31M in Q4 2022.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.