Broadway Wealth Solutions’s Coca-Cola KO Stock Holding History

Broadway 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	$292K	Sell	3,589 -35	-1%	-$2.76K	0.14%	72
2026 Q1	$276K	Buy	3,624 +192	+6%	+$14.5K	0.14%	74
2025 Q4	$240K	Buy	3,432 +185	+6%	+$12.9K	0.13%	84
2025 Q3	$215K	Sell	3,247 -255	-7%	-$17.6K	0.12%	88
2025 Q2	$248K	Buy	3,502 +120	+4%	+$8.55K	0.15%	81
2025 Q1	$242K	Sell	3,382 -490	-13%	-$32.7K	0.18%	73
2024 Q4	$241K	Buy	+3,872	New	+$253K	0.18%	83

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

Broadway Wealth Solutions's KO Position: Q2 2026 in Review

Broadway Wealth Solutions reduced its Coca-Cola (KO) stake by 0.97% in Q2 2026, selling an estimated $2.76K and leaving 3,589 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #72.

Broadway 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.

Broadway Wealth Solutions held 3,589 shares of Coca-Cola worth $292K as of Q2 2026.
Broadway Wealth Solutions sold 35 Coca-Cola shares in Q2 2026, an estimated $2.76K.
Coca-Cola made up 0.14% of Broadway Wealth Solutions's portfolio in Q2 2026, its #72 holding.
Broadway 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 Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.