Barnes Dennig Private Wealth Management’s Coca-Cola KO Stock Holding History

Barnes Dennig 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	$65K	Hold	800	–	–	0.05%	146
2026 Q1	$60.8K	Hold	800	–	–	0.06%	140
2025 Q4	$55.9K	Sell	800 -75	-9%	-$5.23K	0.06%	138
2025 Q3	$58K	Hold	875	–	–	0.06%	124
2025 Q2	$61.9K	Sell	875 -54	-6%	-$3.85K	0.07%	115
2025 Q1	$66.5K	Buy	+929	New	+$62K	0.1%	61

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Barnes Dennig Private Wealth Management's KO Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 800 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #146.

Barnes Dennig Private Wealth Management first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.5K in Q1 2025. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Barnes Dennig Private Wealth Management held 800 shares of Coca-Cola worth $65K as of Q2 2026.
Barnes Dennig Private Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.05% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #146 holding.
Barnes Dennig Private Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's Coca-Cola position peaked at $66.5K in Q1 2025.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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