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Golden State Wealth Management’s Coca-Cola KO Stock Holding History

Golden State 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 		$482K Buy
5,926
+446
+8% +$35.2K 0.04% 285
2026
Q1 		$417K Buy
5,480
+387
+8% +$29.3K 0.05% 282
2025
Q4 		$356K Buy
5,093
+98
+2% +$6.83K 0.04% 302
2025
Q3 		$331K Buy
4,995
+926
+23% +$63.7K 0.04% 301
2025
Q2 		$288K Sell
4,069
-85
-2% -$6.05K 0.04% 308
2025
Q1 		$298K Buy
4,154
+720
+21% +$48.1K 0.04% 288
2024
Q4 		$214K Buy
+3,434
New +$224K 0.03% 311
2022
Q1 		$204K Sell
3,289
-6,350
-66% -$386K 0.04% 294
2021
Q4 		$571K Buy
+9,639
New +$537K 0.1% 187
2021
Q1 		– Sell
-8,498
Closed -$466K – 221
2020
Q4 		$466K Buy
8,498
+2,526
+42% +$131K 0.14% 131
2020
Q3 		$295K Sell
5,972
-6,274
-51% -$302K 0.1% 145
2020
Q2 		$547K Buy
12,246
+5,866
+92% +$270K 0.18% 96
2020
Q1 		$282K Buy
6,380
+1,289
+25% +$69.6K 0.12% 120
2019
Q4 		$282K Sell
5,091
-2,147
-30% -$115K 0.05% 42
2019
Q3 		$394K Buy
7,238
+2,938
+68% +$157K 0.13% 126
2019
Q2 		$218K Sell
4,300
-105
-2% -$5.15K 0.07% 212
2019
Q1 		$206K Buy
+4,405
New +$206K 0.07% 221

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

Golden State Wealth Management's KO Position: Q2 2026 in Review

Golden State Wealth Management increased its Coca-Cola (KO) stake by 8.1% in Q2 2026, buying an estimated $35.2K and bringing the position to 5,926 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #285.

Golden State Wealth Management first reported a position in KO in Q1 2019 and has held it in 17 quarters since. The position peaked at $571K in Q4 2021. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Golden State Wealth Management held 5,926 shares of Coca-Cola worth $482K as of Q2 2026.
  • Golden State Wealth Management bought 446 Coca-Cola shares in Q2 2026, an estimated $35.2K.
  • Coca-Cola made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Golden State Wealth Management first reported a position in Coca-Cola in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's Coca-Cola position peaked at $571K in Q4 2021.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.