BWM
KO icon

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

Buska 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 		$316K Hold
3,886
– – 0.11% 60
2026
Q1 		$296K Sell
3,886
-6
-0.2% -$454 0.12% 58
2025
Q4 		$272K Sell
3,892
-32
-0.8% -$2.23K 0.1% 59
2025
Q3 		$260K Sell
3,924
-316
-7% -$21.8K 0.08% 60
2025
Q2 		$300K Sell
4,240
-27
-0.6% -$1.92K 0.08% 55
2025
Q1 		$306K Hold
4,267
– – 0.1% 54
2024
Q4 		$266K Sell
4,267
-31
-0.7% -$2.02K 0.09% 55
2024
Q3 		$309K Buy
+4,298
New +$294K 0.11% 48

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

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

Buska Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 3,886 shares worth $316K. The position accounts for 0.11% of the portfolio, ranked #60.

Buska Wealth Management first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Buska Wealth Management held 3,886 shares of Coca-Cola worth $316K as of Q2 2026.
  • Buska Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.11% of Buska Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Buska Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.