Brady Martz Wealth Solutions’s Coca-Cola KO Stock Holding History

Brady Martz Wealth Solutions’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	$2.45M	Buy	30,156 +864	+3%	+$68.2K	0.37%	60
2026 Q1	$2.23M	Buy	29,292 +2,539	+9%	+$192K	0.38%	60
2025 Q4	$1.87M	Sell	26,753 -5,141	-16%	-$358K	0.33%	63
2025 Q3	$2.12M	Buy	31,894 +71	+0.2%	+$4.89K	0.38%	56
2025 Q2	$2.25M	Buy	31,823 +326	+1%	+$23.2K	0.44%	53
2025 Q1	$2.26M	Sell	31,497 -323	-1%	-$21.6K	0.51%	49
2024 Q4	$1.97M	Buy	+31,820	New	+$2.08M	0.48%	51

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

Brady Martz Wealth Solutions's KO Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Coca-Cola (KO) stake by 2.9% in Q2 2026, buying an estimated $68.2K and bringing the position to 30,156 shares worth $2.45M. The position accounts for 0.37% of the portfolio, ranked #60.

Brady Martz Wealth Solutions first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Brady Martz Wealth Solutions held 30,156 shares of Coca-Cola worth $2.45M as of Q2 2026.
Brady Martz Wealth Solutions bought 864 Coca-Cola shares in Q2 2026, an estimated $68.2K.
Coca-Cola made up 0.37% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #60 holding.
Brady Martz Wealth Solutions first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.