FW
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Fairway Wealth’s Coca-Cola KO Stock Holding History

Fairway 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 		$9.67K Sell
119
-1,284
-92% -$101K ﹤0.01% 188
2026
Q1 		$107K Buy
1,403
+1,326
+1,722% +$100K 0.03% 97
2025
Q4 		$5.38K Buy
77
+8
+12% +$558 ﹤0.01% 171
2025
Q3 		$4.58K Buy
+69
New +$4.75K ﹤0.01% 138
2025
Q1 		– Sell
-1,000
Closed -$62.3K – 262
2024
Q4 		$62.3K Buy
+1,000
New +$65.3K 0.03% 93
2024
Q3 		– Sell
-289
Closed -$18.4K – 252
2024
Q2 		$18.4K Buy
+289
New +$17.9K 0.01% 101

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fairway Wealth's KO Position: Q2 2026 in Review

Fairway Wealth reduced its Coca-Cola (KO) stake by 92% in Q2 2026, selling an estimated $101K and leaving 119 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Fairway Wealth first reported a position in KO in Q2 2024 and has held it in 6 quarters since. The position peaked at $107K in Q1 2026. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Fairway Wealth held 119 shares of Coca-Cola worth $9.67K as of Q2 2026.
  • Fairway Wealth sold 1,284 Coca-Cola shares in Q2 2026, an estimated $101K.
  • Coca-Cola made up ﹤0.01% of Fairway Wealth's portfolio in Q2 2026, its #188 holding.
  • Fairway Wealth first reported a position in Coca-Cola in Q2 2024 and has held it in 6 quarters since.
  • Fairway Wealth's Coca-Cola position peaked at $107K in Q1 2026.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.