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Coastwise Capital Group’s Coca-Cola KO Stock Holding History

Coastwise Capital Group’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 		$1.35M Sell
16,659
-1,219
-7% -$96.3K 0.79% 35
2026
Q1 		$1.36M Sell
17,878
-1,124
-6% -$85K 0.76% 32
2025
Q4 		$1.33M Buy
19,002
+1,731
+10% +$121K 0.66% 37
2025
Q3 		$1.15M Buy
17,271
+667
+4% +$45.9K 0.81% 32
2025
Q2 		$1.17M Sell
16,604
-2,312
-12% -$165K 0.94% 30
2025
Q1 		$1.35M Buy
18,916
+2,956
+19% +$197K 1.14% 25
2024
Q4 		$994K Buy
15,960
+46
+0.3% +$3K 0.79% 33
2024
Q3 		$1.14M Buy
15,914
+1,338
+9% +$91.6K 0.94% 28
2024
Q2 		$928K Buy
14,576
+113
+0.8% +$7K 0.88% 29
2024
Q1 		$885K Sell
14,463
-889
-6% -$53.4K 0.82% 34
2023
Q4 		$905K Buy
15,352
+513
+3% +$29.1K 0.92% 31
2023
Q3 		$831K Buy
14,839
+4,138
+39% +$248K 0.95% 34
2023
Q2 		$644K Buy
10,701
+854
+9% +$53.1K 0.73% 41
2023
Q1 		$611K Buy
9,847
+933
+10% +$56.5K 0.7% 40
2022
Q4 		$567K Buy
8,914
+1,061
+14% +$64.1K 0.67% 39
2022
Q3 		$440K Sell
7,853
-410
-5% -$25.5K 0.69% 45
2022
Q2 		$520K Sell
8,263
-1,952
-19% -$124K 0.63% 48
2022
Q1 		$633K Buy
+10,215
New +$621K 0.79% 36

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

Coastwise Capital Group's KO Position: Q2 2026 in Review

Coastwise Capital Group reduced its Coca-Cola (KO) stake by 6.8% in Q2 2026, selling an estimated $96.3K and leaving 16,659 shares worth $1.35M. The position accounts for 0.79% of the portfolio, ranked #35.

Coastwise Capital Group first reported a position in KO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.36M in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Coastwise Capital Group held 16,659 shares of Coca-Cola worth $1.35M as of Q2 2026.
  • Coastwise Capital Group sold 1,219 Coca-Cola shares in Q2 2026, an estimated $96.3K.
  • Coca-Cola made up 0.79% of Coastwise Capital Group's portfolio in Q2 2026, its #35 holding.
  • Coastwise Capital Group first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Coca-Cola position peaked at $1.36M in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.