Facet Wealth Inc’s Coca-Cola KO Stock Holding History

Facet Wealth Inc’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	$1.25M	Buy	15,325 +2,984	+24%	+$236K	0.02%	110
2026 Q1	$939K	Buy	12,341 +1,667	+16%	+$126K	0.02%	106
2025 Q4	$780K	Buy	10,674 +4,907	+85%	+$342K	0.01%	114
2025 Q3	$382K	Buy	+5,767	New	+$397K	0.01%	142

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

Facet Wealth Inc's KO Position: Q2 2026 in Review

Facet Wealth Inc increased its Coca-Cola (KO) stake by 24% in Q2 2026, buying an estimated $236K and bringing the position to 15,325 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #110.

Facet Wealth Inc first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Facet Wealth Inc held 15,325 shares of Coca-Cola worth $1.25M as of Q2 2026.
Facet Wealth Inc bought 2,984 Coca-Cola shares in Q2 2026, an estimated $236K.
Coca-Cola made up 0.02% of Facet Wealth Inc's portfolio in Q2 2026, its #110 holding.
Facet Wealth Inc first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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