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

Flywheel 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 		$226K Sell
2,782
-135
-5% -$10.7K 0.11% 103
2026
Q1 		$222K Hold
2,917
– – 0.13% 98
2025
Q4 		$204K Buy
+2,917
New +$203K 0.13% 83

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Flywheel Private Wealth reduced its Coca-Cola (KO) stake by 4.6% in Q2 2026, selling an estimated $10.7K and leaving 2,782 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #103.

Flywheel Private Wealth first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Flywheel Private Wealth held 2,782 shares of Coca-Cola worth $226K as of Q2 2026.
  • Flywheel Private Wealth sold 135 Coca-Cola shares in Q2 2026, an estimated $10.7K.
  • Coca-Cola made up 0.11% of Flywheel Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Flywheel Private Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.