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GeoWealth Management’s Coca-Cola KO Stock Holding History

GeoWealth 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 		$1.1M Buy
13,527
+534
+4% +$42.2K 0.03% 298
2026
Q1 		$988K Buy
12,993
+92
+0.7% +$6.96K 0.04% 290
2025
Q4 		$902K Sell
12,901
-2,678
-17% -$187K 0.03% 298
2025
Q3 		$1.03M Buy
15,579
+4,018
+35% +$277K 0.04% 292
2025
Q2 		$818K Sell
11,561
-5,389
-32% -$384K 0.03% 300
2025
Q1 		$1.21M Sell
16,950
-4,813
-22% -$321K 0.05% 222
2024
Q4 		$1.35M Sell
21,763
-4,998
-19% -$326K 0.04% 241
2024
Q3 		$1.92M Sell
26,761
-2,195
-8% -$150K 0.07% 192
2024
Q2 		$1.84M Buy
28,956
+7,840
+37% +$485K 0.08% 171
2024
Q1 		$1.29M Buy
21,116
+11,809
+127% +$709K 0.05% 242
2023
Q4 		$548K Buy
9,307
+9,082
+4,036% +$516K 0.05% 314
2023
Q3 		$13K Sell
225
-1
-0.4% -$60 ﹤0.01% 447
2023
Q2 		$14K Buy
226
+88
+64% +$5.47K ﹤0.01% 394
2023
Q1 		$9K Sell
138
-3,718
-96% -$225K ﹤0.01% 345
2022
Q4 		$245K Sell
3,856
-4,704
-55% -$284K 0.03% 221
2022
Q3 		$479K Buy
8,560
+303
+4% +$18.8K 0.05% 171
2022
Q2 		$520K Buy
+8,257
New +$523K 0.07% 156
2019
Q4 		– Sell
-5,380
Closed -$293K – 154
2019
Q3 		$293K Buy
+5,380
New +$288K 0.07% 154

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

GeoWealth Management's KO Position: Q2 2026 in Review

GeoWealth Management increased its Coca-Cola (KO) stake by 4.1% in Q2 2026, buying an estimated $42.2K and bringing the position to 13,527 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #298.

GeoWealth Management first reported a position in KO in Q3 2019 and has held it in 18 quarters since. The position peaked at $1.92M in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • GeoWealth Management held 13,527 shares of Coca-Cola worth $1.1M as of Q2 2026.
  • GeoWealth Management bought 534 Coca-Cola shares in Q2 2026, an estimated $42.2K.
  • Coca-Cola made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #298 holding.
  • GeoWealth Management first reported a position in Coca-Cola in Q3 2019 and has held it in 18 quarters since.
  • GeoWealth Management's Coca-Cola position peaked at $1.92M in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.