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

Blossom 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	$377K	Sell	4,637 -55	-1%	-$4.34K	0.53%	53
2026 Q1	$357K	Sell	4,692 -655	-12%	-$49.5K	0.53%	55
2025 Q4	$374K	Buy	5,347 +1	+0%	+$70	0.62%	51
2025 Q3	$355K	Buy	5,346 +121	+2%	+$8.33K	0.57%	51
2025 Q2	$370K	Buy	5,225 +215	+4%	+$15.3K	0.66%	51
2025 Q1	$359K	Sell	5,010 -165	-3%	-$11K	0.72%	48
2024 Q4	$322K	Buy	5,175 +285	+6%	+$18.6K	0.62%	50
2024 Q3	$351K	Buy	4,890 +155	+3%	+$10.6K	0.71%	50
2024 Q2	$301K	Buy	4,735 +60	+1%	+$3.71K	0.66%	51
2024 Q1	$286K	Hold	4,675	–	–	0.69%	53
2023 Q4	$275K	Buy	4,675 +15	+0.3%	+$852	0.74%	51
2023 Q3	$261K	Buy	4,660 +60	+1%	+$3.6K	0.84%	47
2023 Q2	$277K	Buy	+4,600	New	+$286K	1.01%	44

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

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

Blossom Wealth Management reduced its Coca-Cola (KO) stake by 1.2% in Q2 2026, selling an estimated $4.34K and leaving 4,637 shares worth $377K. The position accounts for 0.53% of the portfolio, ranked #53.

Blossom Wealth Management first reported a position in KO in Q2 2023 and has held it in 13 quarters since. 1,764 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Blossom Wealth Management held 4,637 shares of Coca-Cola worth $377K as of Q2 2026.
Blossom Wealth Management sold 55 Coca-Cola shares in Q2 2026, an estimated $4.34K.
Coca-Cola made up 0.53% of Blossom Wealth Management's portfolio in Q2 2026, its #53 holding.
Blossom Wealth Management first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
1,764 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.