Cove Private Wealth’s Coca-Cola KO Stock Holding History

Cove Private 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	$846K	Buy	10,412 +6,160	+145%	+$486K	0.16%	102
2026 Q1	$323K	Buy	+4,252	New	+$321K	0.07%	148

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

Cove Private Wealth's KO Position: Q2 2026 in Review

Cove Private Wealth increased its Coca-Cola (KO) stake by 145% in Q2 2026, buying an estimated $486K and bringing the position to 10,412 shares worth $846K. The position accounts for 0.16% of the portfolio, ranked #102.

Cove Private Wealth first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 1,744 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Cove Private Wealth held 10,412 shares of Coca-Cola worth $846K as of Q2 2026.
Cove Private Wealth bought 6,160 Coca-Cola shares in Q2 2026, an estimated $486K.
Coca-Cola made up 0.16% of Cove Private Wealth's portfolio in Q2 2026, its #102 holding.
Cove Private Wealth first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
1,744 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.