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Cypress Wealth Services’s Coca-Cola KO Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-13,021
Closed -$643K – 411
2020
Q3 		$643K Buy
+13,021
New +$626K 0.16% 113

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
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cypress Wealth Services's KO Position: Q2 2026 in Review

Cypress Wealth Services increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $11.5K and bringing the position to 13,373 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #121.

Cypress Wealth Services first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.5M in Q4 2019. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cypress Wealth Services held 13,373 shares of Coca-Cola worth $1.09M as of Q2 2026.
  • Cypress Wealth Services bought 145 Coca-Cola shares in Q2 2026, an estimated $11.5K.
  • Coca-Cola made up 0.13% of Cypress Wealth Services's portfolio in Q2 2026, its #121 holding.
  • Cypress Wealth Services first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Coca-Cola position peaked at $5.5M in Q4 2019.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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