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Crown Wealth Group’s Coca-Cola KO Stock Holding History

Crown Wealth 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 		$305K Sell
3,755
-13
-0.3% -$1.03K 0.08% 111
2026
Q1 		$287K Buy
3,768
+412
+12% +$31.1K 0.08% 102
2025
Q4 		$235K Buy
3,356
+178
+6% +$12.4K 0.07% 123
2025
Q3 		$211K Buy
+3,178
New +$219K 0.06% 119

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Crown Wealth Group's KO Position: Q2 2026 in Review

Crown Wealth Group reduced its Coca-Cola (KO) stake by 0.35% in Q2 2026, selling an estimated $1.03K and leaving 3,755 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #111.

Crown Wealth Group first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Crown Wealth Group held 3,755 shares of Coca-Cola worth $305K as of Q2 2026.
  • Crown Wealth Group sold 13 Coca-Cola shares in Q2 2026, an estimated $1.03K.
  • Coca-Cola made up 0.08% of Crown Wealth Group's portfolio in Q2 2026, its #111 holding.
  • Crown Wealth Group first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.