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

Forteris 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 		$248K Hold
3,056
– – 0.2% 67
2026
Q1 		$232K Sell
3,056
-12
-0.4% -$907 0.22% 66
2025
Q4 		$214K Buy
+3,068
New +$214K 0.21% 65

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Forteris Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 3,056 shares worth $248K. The position accounts for 0.2% of the portfolio, ranked #67.

Forteris Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Forteris Wealth Management held 3,056 shares of Coca-Cola worth $248K as of Q2 2026.
  • Forteris Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.2% of Forteris Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Forteris Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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