Eagle Wealth Strategies’s Coca-Cola KO Stock Holding History

Eagle Wealth Strategies’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	$481K	Buy	5,914 +115	+2%	+$9.08K	0.18%	58
2026 Q1	$441K	Buy	5,799 +540	+10%	+$40.8K	0.19%	56
2025 Q4	$368K	Buy	5,259 +40	+0.8%	+$2.79K	0.17%	66
2025 Q3	$346K	Buy	5,219 +513	+11%	+$35.3K	0.17%	61
2025 Q2	$333K	Buy	4,706 +3	+0.1%	+$214	0.19%	62
2025 Q1	$337K	Sell	4,703 -10	-0.2%	-$668	0.21%	60
2024 Q4	$293K	Buy	4,713 +17	+0.4%	+$1.11K	0.21%	70
2024 Q3	$337K	Buy	4,696 +3	+0.1%	+$205	0.25%	66
2024 Q2	$299K	Sell	4,693 -358	-7%	-$22.2K	0.24%	69
2024 Q1	$306K	Buy	5,051 +38	+0.8%	+$2.28K	0.25%	69
2023 Q4	$295K	Buy	+5,013	New	+$285K	0.18%	70

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Eagle Wealth Strategies's KO Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Coca-Cola (KO) stake by 2% in Q2 2026, buying an estimated $9.08K and bringing the position to 5,914 shares worth $481K. The position accounts for 0.18% of the portfolio, ranked #58.

Eagle Wealth Strategies first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Eagle Wealth Strategies held 5,914 shares of Coca-Cola worth $481K as of Q2 2026.
Eagle Wealth Strategies bought 115 Coca-Cola shares in Q2 2026, an estimated $9.08K.
Coca-Cola made up 0.18% of Eagle Wealth Strategies's portfolio in Q2 2026, its #58 holding.
Eagle Wealth Strategies first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.