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Cypress Point Wealth Management’s Coca-Cola KO Stock Holding History

Cypress Point 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 		$1.32M Buy
16,286
+1,219
+8% +$96.3K 0.27% 49
2026
Q1 		$1.15M Buy
15,067
+1,326
+10% +$100K 0.25% 46
2025
Q4 		$961K Buy
13,741
+96
+0.7% +$6.69K 0.21% 46
2025
Q3 		$905K Buy
13,645
+67
+0.5% +$4.61K 0.18% 44
2025
Q2 		$961K Buy
13,578
+67
+0.5% +$4.77K 0.23% 43
2025
Q1 		$968K Hold
13,511
– – 0.31% 41
2024
Q4 		$841K Sell
13,511
-623
-4% -$40.7K 0.26% 45
2024
Q3 		$1.02M Buy
14,134
+403
+3% +$27.6K 0.4% 41
2024
Q2 		$874K Buy
13,731
+223
+2% +$13.8K 0.41% 42
2024
Q1 		$826K Buy
13,508
+373
+3% +$22.4K 0.42% 42
2023
Q4 		$774K Buy
13,135
+392
+3% +$22.3K 0.58% 36
2023
Q3 		$713K Buy
12,743
+85
+0.7% +$5.1K 0.63% 34
2023
Q2 		$762K Buy
12,658
+79
+0.6% +$4.92K 0.81% 26
2023
Q1 		$780K Buy
12,579
+275
+2% +$16.6K 1.1% 21
2022
Q4 		$783K Buy
12,304
+179
+1% +$10.8K 1.23% 23
2022
Q3 		$679K Buy
12,125
+64
+0.5% +$3.98K 1.26% 18
2022
Q2 		$759K Buy
12,061
+24
+0.2% +$1.52K 1.33% 18
2022
Q1 		$746K Hold
12,037
– – 0.76% 23
2021
Q4 		$713K Buy
12,037
+50
+0.4% +$2.78K 0.66% 20
2021
Q3 		$629K Buy
11,987
+26
+0.2% +$1.45K 0.45% 21
2021
Q2 		$647K Buy
11,961
+25
+0.2% +$1.36K 0.46% 20
2021
Q1 		$629K Sell
11,936
-7,618
-39% -$383K 0.65% 13
2020
Q4 		$1.07M Buy
+19,554
New +$1.01M 1.63% 13

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

Cypress Point Wealth Management's KO Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Coca-Cola (KO) stake by 8.1% in Q2 2026, buying an estimated $96.3K and bringing the position to 16,286 shares worth $1.32M. The position accounts for 0.27% of the portfolio, ranked #49.

Cypress Point Wealth Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cypress Point Wealth Management held 16,286 shares of Coca-Cola worth $1.32M as of Q2 2026.
  • Cypress Point Wealth Management bought 1,219 Coca-Cola shares in Q2 2026, an estimated $96.3K.
  • Coca-Cola made up 0.27% of Cypress Point Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Cypress Point Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.