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

BankPlus 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	$490K	Buy	6,032 +73	+1%	+$5.76K	0.22%	72
2026 Q1	$453K	Sell	5,959 -1,700	-22%	-$129K	0.23%	73
2025 Q4	$535K	Sell	7,659 -116	-1%	-$8.09K	0.3%	65
2025 Q3	$516K	Buy	7,775 +346	+5%	+$23.8K	0.3%	66
2025 Q2	$526K	Buy	7,429 +38	+0.5%	+$2.71K	0.35%	55
2025 Q1	$529K	Buy	7,391 +211	+3%	+$14.1K	0.39%	50
2024 Q4	$447K	Buy	+7,180	New	+$469K	0.33%	61

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

BankPlus Wealth Management increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $5.76K and bringing the position to 6,032 shares worth $490K. The position accounts for 0.22% of the portfolio, ranked #72.

BankPlus Wealth Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $535K in Q4 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

BankPlus Wealth Management held 6,032 shares of Coca-Cola worth $490K as of Q2 2026.
BankPlus Wealth Management bought 73 Coca-Cola shares in Q2 2026, an estimated $5.76K.
Coca-Cola made up 0.22% of BankPlus Wealth Management's portfolio in Q2 2026, its #72 holding.
BankPlus Wealth Management first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Coca-Cola position peaked at $535K in Q4 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.