Caliber Wealth Management (Kansas)’s Coca-Cola KO Stock Holding History

Caliber Wealth Management (Kansas)’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	$475K	Buy	5,844 +220	+4%	+$17.4K	0.05%	191
2026 Q1	$428K	Buy	5,624 +538	+11%	+$40.7K	0.05%	185
2025 Q4	$356K	Buy	5,086 +185	+4%	+$12.9K	0.04%	205
2025 Q3	$325K	Sell	4,901 -2,118	-30%	-$146K	0.04%	203
2025 Q2	$497K	Buy	7,019 +1,246	+22%	+$88.8K	0.05%	181
2025 Q1	$413K	Buy	+5,773	New	+$386K	0.06%	171

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s KO Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Coca-Cola (KO) stake by 3.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 5,844 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #191.

Caliber Wealth Management (Kansas) first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $497K in Q2 2025. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Caliber Wealth Management (Kansas) held 5,844 shares of Coca-Cola worth $475K as of Q2 2026.
Caliber Wealth Management (Kansas) bought 220 Coca-Cola shares in Q2 2026, an estimated $17.4K.
Coca-Cola made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #191 holding.
Caliber Wealth Management (Kansas) first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Coca-Cola position peaked at $497K in Q2 2025.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.