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BXM Wealth’s Coca-Cola KO Stock Holding History

BXM Wealth’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 		$295K Buy
+3,627
New +$286K 0.16% 132
2026
Q1 		– Sell
-40,344
Closed -$35.2K – 142
2025
Q4 		$35.2K Buy
40,344
+35,043
+661% +$2.44M 0.03% 130
2025
Q3 		$352K Buy
5,301
+2,211
+72% +$152K 0.33% 86
2025
Q2 		$219K Sell
3,090
-442
-13% -$31.5K 0.26% 99
2025
Q1 		$253K Buy
3,532
+144
+4% +$9.62K 0.3% 87
2024
Q4 		$211K Buy
+3,388
New +$221K 0.3% 89

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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

BXM Wealth's KO Position: Q2 2026 in Review

BXM Wealth opened a new position in Coca-Cola (KO) in Q2 2026: 3,627 shares worth $295K. The stake represents 0.16% of the portfolio and ranks #132 among its holdings. This is a return to the name: BXM Wealth previously reported a position in KO as recently as Q4 2025.

BXM Wealth first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $352K in Q3 2025. 1,272 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • BXM Wealth held 3,627 shares of Coca-Cola worth $295K as of Q2 2026.
  • Coca-Cola was a new BXM Wealth position in Q2 2026.
  • Coca-Cola made up 0.16% of BXM Wealth's portfolio in Q2 2026, its #132 holding.
  • BXM Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • BXM Wealth's Coca-Cola position peaked at $352K in Q3 2025.
  • 1,272 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.