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Global Wealth Strategies & Associates’s Coca-Cola KO Stock Holding History

Global Wealth Strategies & Associates’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 		$231K Buy
2,846
+25
+0.9% +$1.97K 0.04% 89
2026
Q1 		$215K Buy
2,821
+991
+54% +$74.9K 0.05% 78
2025
Q4 		$128K Buy
1,830
+377
+26% +$26.3K 0.03% 86
2025
Q3 		$96.4K Buy
1,453
+59
+4% +$4.06K 0.02% 104
2025
Q2 		$98.6K Sell
1,394
-44
-3% -$3.13K 0.03% 76
2025
Q1 		$103K Buy
1,438
+295
+26% +$19.7K 0.03% 73
2024
Q4 		$71.1K Hold
1,143
– – 0.02% 92
2024
Q3 		$82.1K Buy
1,143
+56
+5% +$3.83K 0.03% 70
2024
Q2 		$69.2K Sell
1,087
-279
-20% -$17.3K 0.02% 74
2024
Q1 		$83.6K Hold
1,366
– – 0.03% 63
2023
Q4 		$80.5K Buy
1,366
+4
+0.3% +$227 0.03% 65
2023
Q3 		$76.2K Buy
1,362
+2
+0.1% +$120 0.04% 63
2023
Q2 		$81.9K Buy
1,360
+2
+0.1% +$124 0.04% 63
2023
Q1 		$84.2K Buy
1,358
+198
+17% +$12K 0.04% 58
2022
Q4 		$73.8K Buy
+1,160
New +$70K 0.04% 64

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Global Wealth Strategies & Associates's KO Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Coca-Cola (KO) stake by 0.89% in Q2 2026, buying an estimated $1.97K and bringing the position to 2,846 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #89.

Global Wealth Strategies & Associates first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Global Wealth Strategies & Associates held 2,846 shares of Coca-Cola worth $231K as of Q2 2026.
  • Global Wealth Strategies & Associates bought 25 Coca-Cola shares in Q2 2026, an estimated $1.97K.
  • Coca-Cola made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #89 holding.
  • Global Wealth Strategies & Associates first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.