DiNuzzo Private Wealth’s Coca-Cola KO Stock Holding History

DiNuzzo Private Wealth’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	$46.1K	Hold	568	–	–	﹤0.01%	145
2026 Q1	$43.2K	Hold	568	–	–	﹤0.01%	138
2025 Q4	$39.7K	Sell	568 -1	-0.2%	-$70	﹤0.01%	140
2025 Q3	$39.2K	Hold	569	–	–	﹤0.01%	137
2025 Q2	$40.2K	Sell	569 -8	-1%	-$570	﹤0.01%	136
2025 Q1	$41.3K	Hold	577	–	–	0.01%	130
2024 Q4	$35.9K	Buy	577 +16	+3%	+$1.04K	﹤0.01%	135
2024 Q3	$40.3K	Sell	561 -2	-0.4%	-$137	0.01%	137
2024 Q2	$35.8K	Buy	563 +40	+8%	+$2.48K	﹤0.01%	112
2024 Q1	$32K	Buy	523 +206	+65%	+$12.4K	﹤0.01%	112
2023 Q4	$18.7K	Buy	+317	New	+$18K	﹤0.01%	133

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

DiNuzzo Private Wealth's KO Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Coca-Cola (KO) position steady in Q2 2026 at 568 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

DiNuzzo Private Wealth first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

DiNuzzo Private Wealth held 568 shares of Coca-Cola worth $46.1K as of Q2 2026.
DiNuzzo Private Wealth left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #145 holding.
DiNuzzo Private Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.