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Cyndeo Wealth Partners’s Coca-Cola KO Stock Holding History

Cyndeo Wealth Partners’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 		$9.91M Buy
121,939
+4,650
+4% +$367K 0.47% 70
2026
Q1 		$8.92M Sell
117,289
-4,227
-3% -$320K 0.47% 72
2025
Q4 		$8.5M Sell
121,516
-51,338
-30% -$3.58M 0.46% 61
2025
Q3 		$11.5M Sell
172,854
-12,996
-7% -$894K 0.64% 38
2025
Q2 		$13.1M Buy
185,850
+12,190
+7% +$868K 0.78% 33
2025
Q1 		$12.4M Sell
173,660
-33,298
-16% -$2.22M 0.82% 28
2024
Q4 		$12.9M Sell
206,958
-743
-0.4% -$48.5K 0.87% 28
2024
Q3 		$14.9M Buy
207,701
+46,124
+29% +$3.16M 1.04% 23
2024
Q2 		$10.3M Buy
161,577
+20,084
+14% +$1.24M 0.81% 30
2024
Q1 		$8.66M Buy
141,493
+8,234
+6% +$495K 0.72% 29
2023
Q4 		$7.85M Sell
133,259
-3,059
-2% -$174K 0.73% 30
2023
Q3 		$7.63M Buy
136,318
+8,622
+7% +$517K 0.8% 30
2023
Q2 		$7.69M Buy
127,696
+18,183
+17% +$1.13M 0.8% 30
2023
Q1 		$6.79M Buy
109,513
+4,546
+4% +$275K 0.73% 34
2022
Q4 		$6.68M Buy
+104,967
New +$6.34M 0.78% 32

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cyndeo Wealth Partners's KO Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Coca-Cola (KO) stake by 4% in Q2 2026, buying an estimated $367K and bringing the position to 121,939 shares worth $9.91M. The position accounts for 0.47% of the portfolio, ranked #70.

Cyndeo Wealth Partners first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.9M in Q3 2024. 1,538 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cyndeo Wealth Partners held 121,939 shares of Coca-Cola worth $9.91M as of Q2 2026.
  • Cyndeo Wealth Partners bought 4,650 Coca-Cola shares in Q2 2026, an estimated $367K.
  • Coca-Cola made up 0.47% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Cyndeo Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Coca-Cola position peaked at $14.9M in Q3 2024.
  • 1,538 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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