Bright Futures Wealth Management’s Coca-Cola KO Stock Holding History

Bright Futures 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	$254K	Sell	3,123 -58	-2%	-$4.58K	0.16%	158
2026 Q1	$242K	Buy	3,181 +143	+5%	+$10.8K	0.17%	151
2025 Q4	$212K	Buy	+3,038	New	+$212K	0.16%	148
2025 Q1	$204K	Buy	+2,807	New	+$187K	0.22%	103
2024 Q4	–	Sell	-3,504	Closed	-$231K	–	181
2024 Q3	$231K	Sell	3,504 -86	-2%	-$5.89K	0.11%	195
2024 Q2	$249K	Buy	3,590 +3	+0.1%	+$186	0.13%	172
2024 Q1	$229K	Buy	+3,587	New	+$215K	0.12%	180

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

Bright Futures Wealth Management's KO Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Coca-Cola (KO) stake by 1.8% in Q2 2026, selling an estimated $4.58K and leaving 3,123 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #158.

Bright Futures Wealth Management first reported a position in KO in Q1 2024 and has held it in 7 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bright Futures Wealth Management held 3,123 shares of Coca-Cola worth $254K as of Q2 2026.
Bright Futures Wealth Management sold 58 Coca-Cola shares in Q2 2026, an estimated $4.58K.
Coca-Cola made up 0.16% of Bright Futures Wealth Management's portfolio in Q2 2026, its #158 holding.
Bright Futures Wealth Management first reported a position in Coca-Cola in Q1 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 Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.