FWM
KO icon

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

Forza 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 		$504K Hold
6,198
– – 0.15% 129
2026
Q1 		$471K Hold
6,198
– – 0.16% 131
2025
Q4 		$433K Buy
+6,198
New +$432K 0.16% 132
2025
Q2 		– Sell
-2,798
Closed -$200K – 190
2025
Q1 		$200K Buy
+2,798
New +$187K 0.09% 173
2024
Q4 		– Sell
-2,798
Closed -$201K – 187
2024
Q3 		$201K Buy
+2,798
New +$192K 0.09% 183

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

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

Forza Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 6,198 shares worth $504K. The position accounts for 0.15% of the portfolio, ranked #129.

Forza Wealth Management first reported a position in KO in Q3 2024 and has held it in 5 quarters since. 1,741 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Forza Wealth Management held 6,198 shares of Coca-Cola worth $504K as of Q2 2026.
  • Forza Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.15% of Forza Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Forza Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 5 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.