BCS Private Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Other funds holding KO
BCS Private Wealth Management's KO Position: Q2 2026 in Review
BCS Private Wealth Management reduced its Coca-Cola (KO) stake by 1.6% in Q2 2026, selling an estimated $7.9K and leaving 6,227 shares worth $509K. The position accounts for 0.15% of the portfolio, ranked #100.
BCS Private Wealth Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- BCS Private Wealth Management held 6,227 shares of Coca-Cola worth $509K as of Q2 2026.
- BCS Private Wealth Management sold 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
- Coca-Cola made up 0.15% of BCS Private Wealth Management's portfolio in Q2 2026, its #100 holding.
- BCS Private Wealth Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
- 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.