High Point Wealth Management’s Coca-Cola KO Stock Holding History

High Point 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	$362K	Buy	4,450 +14	+0.3%	+$1.11K	0.3%	70
2026 Q1	$337K	Buy	4,436 +100	+2%	+$7.56K	0.33%	72
2025 Q4	$303K	Buy	+4,336	New	+$302K	0.28%	76

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

High Point Wealth Management's KO Position: Q2 2026 in Review

High Point Wealth Management increased its Coca-Cola (KO) stake by 0.32% in Q2 2026, buying an estimated $1.11K and bringing the position to 4,450 shares worth $362K. The position accounts for 0.3% of the portfolio, ranked #70.

High Point 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.

High Point Wealth Management held 4,450 shares of Coca-Cola worth $362K as of Q2 2026.
High Point Wealth Management bought 14 Coca-Cola shares in Q2 2026, an estimated $1.11K.
Coca-Cola made up 0.3% of High Point Wealth Management's portfolio in Q2 2026, its #70 holding.
High Point 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 High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.