Darwin Wealth Management’s Coca-Cola KO Stock Holding History

Darwin 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	$4.19M	Buy	51,602 +3,229	+7%	+$255K	1.15%	25
2026 Q1	$3.68M	Buy	48,373 +7,923	+20%	+$599K	1.15%	24
2025 Q4	$2.83M	Buy	40,450 +6,960	+21%	+$485K	0.88%	32
2025 Q3	$2.22M	Buy	33,490 +971	+3%	+$66.8K	0.71%	39
2025 Q2	$2.3M	Buy	32,519 +14,291	+78%	+$1.02M	0.8%	36
2025 Q1	$1.13M	Hold	18,228	–	–	0.38%	67
2024 Q4	$1.13M	Sell	18,228 -3,485	-16%	-$227K	0.38%	67
2024 Q3	$1.56M	Buy	+21,713	New	+$1.49M	0.43%	64
2024 Q2	–	Sell	-23,859	Closed	-$1.46M	–	115
2024 Q1	$1.46M	Sell	23,859 -603	-2%	-$36.2K	0.41%	68
2023 Q4	$1.44M	Sell	24,462 -1,082	-4%	-$61.5K	0.39%	67
2023 Q3	$1.43M	Buy	25,544 +449	+2%	+$26.9K	0.38%	69
2023 Q2	$1.49M	Buy	25,095 +4,852	+24%	+$302K	0.38%	69
2023 Q1	$1.28M	Buy	20,243 +1,531	+8%	+$92.7K	0.35%	68
2022 Q4	$1.15M	Sell	18,712 -4,595	-20%	-$277K	0.3%	70
2022 Q3	$1.3M	Sell	23,307 -1,212	-5%	-$75.3K	0.32%	69
2022 Q2	$1.56M	Buy	24,519 +19,816	+421%	+$1.26M	0.32%	67
2022 Q1	$292K	Sell	4,703 -228	-5%	-$13.9K	0.05%	146
2021 Q4	$300K	Sell	4,931 -1,054	-18%	-$58.7K	0.05%	146
2021 Q3	$314K	Sell	5,985 -382	-6%	-$21.3K	0.05%	138
2021 Q2	$345K	Buy	6,367 +1,310	+26%	+$71.3K	0.06%	137
2021 Q1	$266K	Sell	5,057 -195	-4%	-$9.81K	0.05%	142
2020 Q4	$288K	Sell	5,252 -530	-9%	-$27.4K	0.05%	138
2020 Q3	$285K	Sell	5,782 -1,131	-16%	-$54.4K	0.06%	130
2020 Q2	$308K	Sell	6,913 -54,520	-89%	-$2.51M	0.08%	121
2020 Q1	$2.72M	Buy	61,433 +141	+0.2%	+$7.62K	0.86%	37
2019 Q4	$3.39M	Sell	61,292 -672	-1%	-$36.1K	0.9%	34
2019 Q3	$3.37M	Buy	61,964 +3,906	+7%	+$209K	1%	35
2019 Q2	$2.96M	Buy	58,058 +3,460	+6%	+$170K	0.92%	38
2019 Q1	$2.56M	Buy	54,598 +48,076	+737%	+$2.25M	0.84%	45
2018 Q4	$309K	Buy	6,522 +933	+17%	+$44.7K	0.22%	74
2018 Q3	$255K	Sell	5,589 -15,374	-73%	-$702K	0.14%	109
2018 Q2	$918K	Buy	20,963 +15,830	+308%	+$684K	0.6%	42
2018 Q1	$223K	Sell	5,133 -227	-4%	-$10.2K	0.16%	113
2017 Q4	$245K	Buy	+5,360	New	+$246K	0.1%	142
2016 Q3	–	Sell	-4,606	Closed	-$209K	–	89
2016 Q2	$209K	Buy	+4,606	New	+$208K	0.18%	83

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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Darwin Wealth Management's KO Position: Q2 2026 in Review

Darwin Wealth Management increased its Coca-Cola (KO) stake by 6.7% in Q2 2026, buying an estimated $255K and bringing the position to 51,602 shares worth $4.19M. The position accounts for 1.15% of the portfolio, ranked #25.

Darwin Wealth Management first reported a position in KO in Q2 2016 and has held it in 35 quarters since. 1,601 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Darwin Wealth Management held 51,602 shares of Coca-Cola worth $4.19M as of Q2 2026.
Darwin Wealth Management bought 3,229 Coca-Cola shares in Q2 2026, an estimated $255K.
Coca-Cola made up 1.15% of Darwin Wealth Management's portfolio in Q2 2026, its #25 holding.
Darwin Wealth Management first reported a position in Coca-Cola in Q2 2016 and has held it in 35 quarters since.
1,601 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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