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

BCS 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 		$865K Buy
10,646
+896
+9% +$70.8K 0.16% 121
2026
Q1 		$741K Sell
9,750
-10,590
-52% -$801K 0.15% 124
2025
Q4 		$1.42M Buy
20,340
+10,348
+104% +$721K 0.14% 122
2025
Q3 		$663K Sell
9,992
-1,009
-9% -$69.4K 0.15% 125
2025
Q2 		$778K Buy
11,001
+1,427
+15% +$102K 0.17% 121
2025
Q1 		$686K Sell
9,574
-534
-5% -$35.7K 0.18% 112
2024
Q4 		$629K Buy
+10,108
New +$660K 0.16% 123
2024
Q2 		– Sell
-10,861
Closed -$664K – 187
2024
Q1 		$664K Sell
10,861
-329
-3% -$19.8K 0.21% 104
2023
Q4 		$659K Buy
11,190
+46
+0.4% +$2.61K 0.24% 95
2023
Q3 		$624K Buy
+11,144
New +$668K 0.26% 88
2023
Q2 		– Sell
-5,140
Closed -$319K – 140
2023
Q1 		$319K Sell
5,140
-5,794
-53% -$351K 0.14% 114
2022
Q4 		$696K Sell
10,934
-310
-3% -$18.7K 0.29% 84
2022
Q3 		$630K Sell
11,244
-1,196
-10% -$74.3K 0.3% 86
2022
Q2 		$783K Buy
12,440
+934
+8% +$59.2K 0.35% 68
2022
Q1 		$713K Sell
11,506
-1,868
-14% -$114K 0.3% 81
2021
Q4 		$792K Buy
13,374
+1,171
+10% +$65.2K 0.28% 80
2021
Q3 		$640K Buy
12,203
+1,633
+15% +$91K 0.27% 81
2021
Q2 		$572K Buy
10,570
+1,006
+11% +$54.7K 0.3% 72
2021
Q1 		$504K Buy
9,564
+3,143
+49% +$158K 0.24% 80
2020
Q4 		$352K Hold
6,421
– – 0.18% 99
2020
Q3 		$317K Sell
6,421
-475
-7% -$22.8K 0.18% 94
2020
Q2 		$308K Buy
6,896
+12
+0.2% +$553 0.18% 95
2020
Q1 		$305K Buy
6,884
+2,220
+48% +$120K 0.21% 82
2019
Q4 		$258K Buy
+4,664
New +$251K 0.17% 90

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

BCS Wealth Management increased its Coca-Cola (KO) stake by 9.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 10,646 shares worth $865K. The position accounts for 0.16% of the portfolio, ranked #121.

BCS Wealth Management first reported a position in KO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • BCS Wealth Management held 10,646 shares of Coca-Cola worth $865K as of Q2 2026.
  • BCS Wealth Management bought 896 Coca-Cola shares in Q2 2026, an estimated $70.8K.
  • Coca-Cola made up 0.16% of BCS Wealth Management's portfolio in Q2 2026, its #121 holding.
  • BCS Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Coca-Cola position peaked at $1.42M in Q4 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.