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

Evermay 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	$601K	Buy	7,368 +648	+10%	+$51.2K	0.06%	117
2026 Q1	$514K	Buy	6,720 +1	+0%	+$76	0.06%	124
2025 Q4	$470K	Sell	6,719 -185	-3%	-$12.9K	0.05%	129
2025 Q3	$460K	Sell	6,904 -150	-2%	-$10.3K	0.05%	133
2025 Q2	$501K	Sell	7,054 -487	-6%	-$34.7K	0.06%	125
2025 Q1	$543K	Sell	7,541 -563	-7%	-$37.6K	0.07%	120
2024 Q4	$505K	Sell	8,104 -230	-3%	-$15K	0.08%	125
2024 Q3	$602K	Sell	8,334 -495	-6%	-$33.9K	0.1%	113
2024 Q2	$565K	Buy	8,829 +310	+4%	+$19.2K	0.09%	120
2024 Q1	$525K	Buy	8,519 +329	+4%	+$19.8K	0.08%	123
2023 Q4	$483K	Sell	8,190 -367	-4%	-$20.8K	0.09%	108
2023 Q3	$483K	Sell	8,557 -27	-0.3%	-$1.62K	0.1%	102
2023 Q2	$521K	Sell	8,584 -35	-0.4%	-$2.18K	0.1%	101
2023 Q1	$538K	Buy	8,619 +248	+3%	+$15K	0.11%	93
2022 Q4	$532K	Sell	8,371 -485	-5%	-$29.3K	0.11%	91
2022 Q3	$500K	Buy	8,856 +65	+0.7%	+$4.04K	0.1%	85
2022 Q2	$557K	Sell	8,791 -150	-2%	-$9.51K	0.11%	82
2022 Q1	$554K	Sell	8,941 -1,000	-10%	-$60.8K	0.09%	98
2021 Q4	$589K	Sell	9,941 -460	-4%	-$25.6K	0.11%	81
2021 Q3	$546K	Sell	10,401 -639	-6%	-$35.6K	0.11%	81
2021 Q2	$597K	Sell	11,040 -1,275	-10%	-$69.4K	0.11%	78
2021 Q1	$649K	Sell	12,315 -560	-4%	-$28.2K	0.13%	72
2020 Q4	$706K	Sell	12,875 -283	-2%	-$14.6K	0.16%	64
2020 Q3	$650K	Buy	13,158 +815	+7%	+$39.2K	0.16%	68
2020 Q2	$551K	Buy	12,343 +1,630	+15%	+$75.1K	0.15%	73
2020 Q1	$474K	Sell	10,713 -510	-5%	-$27.5K	0.14%	70
2019 Q4	$621K	Sell	11,223 -315	-3%	-$16.9K	0.15%	75
2019 Q3	$628K	Buy	11,538 +2,975	+35%	+$159K	0.17%	60
2019 Q2	$436K	Buy	8,563 +1,134	+15%	+$55.6K	0.12%	85
2019 Q1	$348K	Sell	7,429 -600	-7%	-$28.1K	0.1%	102
2018 Q4	$380K	Sell	8,029 -1,706	-18%	-$81.7K	0.12%	83
2018 Q3	$450K	Hold	9,735	–	–	0.14%	80
2018 Q2	$427K	Sell	9,735 -50	-0.5%	-$2.16K	0.14%	81
2018 Q1	$425K	Buy	9,785 +1,017	+12%	+$45.7K	0.15%	81
2017 Q4	$402K	Buy	8,768 +3,071	+54%	+$141K	0.15%	76
2017 Q3	$256K	Buy	5,697 +700	+14%	+$31.8K	0.11%	84
2017 Q2	$224K	Hold	4,997	–	–	0.1%	91
2017 Q1	$212K	Hold	4,997	–	–	0.09%	95
2016 Q4	$207K	Hold	4,997	–	–	0.1%	76
2016 Q3	$211K	Hold	4,997	–	–	0.11%	71
2016 Q2	$227K	Hold	4,997	–	–	0.12%	67
2016 Q1	$232K	Sell	4,997 -400	-7%	-$17.4K	0.13%	68
2015 Q4	$232K	Sell	5,397 -75	-1%	-$3.18K	0.14%	68
2015 Q3	$220K	Buy	5,472 +262	+5%	+$10.5K	0.13%	74
2015 Q2	$204K	Hold	5,210	–	–	0.12%	80
2015 Q1	$211K	Sell	5,210 -3,713	-42%	-$155K	0.12%	81
2014 Q4	$377K	Sell	8,923 -4	-0%	-$171	0.24%	53
2014 Q3	$381K	Buy	8,927 +213	+2%	+$8.81K	0.33%	52
2014 Q2	$369K	Buy	8,714 +2,240	+35%	+$90.9K	0.32%	51
2014 Q1	$250K	Buy	+6,474	New	+$250K	0.27%	61

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Evermay Wealth Management increased its Coca-Cola (KO) stake by 9.6% in Q2 2026, buying an estimated $51.2K and bringing the position to 7,368 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #117.

Evermay Wealth Management first reported a position in KO in Q1 2014 and has held it in 50 quarters since. The position peaked at $706K in Q4 2020. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Evermay Wealth Management held 7,368 shares of Coca-Cola worth $601K as of Q2 2026.
Evermay Wealth Management bought 648 Coca-Cola shares in Q2 2026, an estimated $51.2K.
Coca-Cola made up 0.06% of Evermay Wealth Management's portfolio in Q2 2026, its #117 holding.
Evermay Wealth Management first reported a position in Coca-Cola in Q1 2014 and has held it in 50 quarters since.
Evermay Wealth Management's Coca-Cola position peaked at $706K in Q4 2020.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.