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

Connecticut 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 		$774K Sell
9,528
-385
-4% -$30.4K 0.03% 195
2026
Q1 		$754K Buy
9,913
+522
+6% +$39.5K 0.03% 184
2025
Q4 		$657K Sell
9,391
-44
-0.5% -$3.07K 0.03% 200
2025
Q3 		$626K Sell
9,435
-309
-3% -$21.3K 0.03% 208
2025
Q2 		$689K Sell
9,744
-1,895
-16% -$135K 0.03% 191
2025
Q1 		$834K Sell
11,639
-212
-2% -$14.2K 0.04% 164
2024
Q4 		$738K Sell
11,851
-27
-0.2% -$1.76K 0.04% 154
2024
Q3 		$854K Sell
11,878
-134
-1% -$9.18K 0.04% 168
2024
Q2 		$765K Buy
12,012
+448
+4% +$27.7K 0.04% 177
2024
Q1 		$707K Buy
11,564
+429
+4% +$25.8K 0.04% 181
2023
Q4 		$656K Sell
11,135
-56
-0.5% -$3.18K 0.04% 187
2023
Q3 		$626K Buy
11,191
+2,424
+28% +$145K 0.04% 150
2023
Q2 		$528K Buy
8,767
+190
+2% +$11.8K 0.04% 150
2023
Q1 		$532K Buy
8,577
+517
+6% +$31.3K 0.04% 137
2022
Q4 		$513K Buy
8,060
+1,233
+18% +$74.4K 0.04% 116
2022
Q3 		$382K Sell
6,827
-3,150
-32% -$196K 0.04% 125
2022
Q2 		$628K Buy
9,977
+507
+5% +$32.1K 0.05% 108
2022
Q1 		$587K Buy
9,470
+210
+2% +$12.8K 0.04% 115
2021
Q4 		$548K Buy
9,260
+50
+0.5% +$2.78K 0.04% 116
2021
Q3 		$483K Buy
9,210
+1,795
+24% +$100K 0.04% 120
2021
Q2 		$401K Sell
7,415
-2,329
-24% -$127K 0.04% 129
2021
Q1 		$514K Hold
9,744
– – 0.05% 98
2020
Q4 		$534K Hold
9,744
– – 0.06% 105
2020
Q3 		$481K Buy
9,744
+1,447
+17% +$69.6K 0.05% 124
2020
Q2 		$371K Buy
+8,297
New +$382K 0.05% 106

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

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

Connecticut Wealth Management reduced its Coca-Cola (KO) stake by 3.9% in Q2 2026, selling an estimated $30.4K and leaving 9,528 shares worth $774K. The position accounts for 0.03% of the portfolio, ranked #195.

Connecticut Wealth Management first reported a position in KO in Q2 2020 and has held it in 25 quarters since. The position peaked at $854K in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Connecticut Wealth Management held 9,528 shares of Coca-Cola worth $774K as of Q2 2026.
  • Connecticut Wealth Management sold 385 Coca-Cola shares in Q2 2026, an estimated $30.4K.
  • Coca-Cola made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Connecticut Wealth Management first reported a position in Coca-Cola in Q2 2020 and has held it in 25 quarters since.
  • Connecticut Wealth Management's Coca-Cola position peaked at $854K in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.