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

Chemistry 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	$972K	Sell	11,965 -63	-0.5%	-$4.98K	0.16%	90
2026 Q1	$915K	Sell	12,028 -195	-2%	-$14.7K	0.16%	84
2025 Q4	$855K	Hold	12,223	–	–	0.16%	92
2025 Q3	$811K	Hold	12,223	–	–	0.16%	91
2025 Q2	$865K	Buy	12,223 +384	+3%	+$27.4K	0.19%	81
2025 Q1	$848K	Sell	11,839 -1,228	-9%	-$82K	0.2%	76
2024 Q4	$814K	Hold	13,067	–	–	0.19%	75
2024 Q3	$939K	Sell	13,067 -67	-0.5%	-$4.59K	0.22%	71
2024 Q2	$836K	Sell	13,134 -2,416	-16%	-$150K	0.22%	72
2024 Q1	$951K	Buy	15,550 +2,016	+15%	+$121K	0.26%	66
2023 Q4	$798K	Buy	13,534 +150	+1%	+$8.52K	0.24%	74
2023 Q3	$749K	Sell	13,384 -662	-5%	-$39.7K	0.25%	67
2023 Q2	$846K	Buy	14,046 +517	+4%	+$32.2K	0.28%	59
2023 Q1	$839K	Sell	13,529 -1,065	-7%	-$64.5K	0.29%	57
2022 Q4	$928K	Buy	14,594 +54	+0.4%	+$3.26K	0.36%	49
2022 Q3	$815K	Sell	14,540 -800	-5%	-$49.7K	0.32%	53
2022 Q2	$965K	Hold	15,340	–	–	0.37%	47
2022 Q1	$951K	Buy	15,340 +10,275	+203%	+$625K	0.33%	50
2021 Q4	$300K	Buy	+5,065	New	+$282K	0.25%	69

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Chemistry Wealth Management reduced its Coca-Cola (KO) stake by 0.52% in Q2 2026, selling an estimated $4.98K and leaving 11,965 shares worth $972K. The position accounts for 0.16% of the portfolio, ranked #90.

Chemistry Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Chemistry Wealth Management held 11,965 shares of Coca-Cola worth $972K as of Q2 2026.
Chemistry Wealth Management sold 63 Coca-Cola shares in Q2 2026, an estimated $4.98K.
Coca-Cola made up 0.16% of Chemistry Wealth Management's portfolio in Q2 2026, its #90 holding.
Chemistry Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.