Holos Integrated Wealth’s Coca-Cola KO Stock Holding History

Holos Integrated Wealth’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	$33.6K	Sell	400 -192	-32%	-$15.2K	0.02%	176
2026 Q1	$44.9K	Hold	592	–	–	0.02%	165
2025 Q4	$40.9K	Buy	592 +192	+48%	+$13.4K	0.02%	128
2025 Q3	$26.8K	Hold	400	–	–	0.02%	146
2025 Q2	$28.1K	Sell	400 -192	-32%	-$13.7K	0.02%	142
2025 Q1	$42.4K	Sell	592 -450	-43%	-$30.1K	0.03%	117
2024 Q4	$64.9K	Buy	+1,042	New	+$68K	0.04%	100

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Holos Integrated Wealth's KO Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Coca-Cola (KO) stake by 32% in Q2 2026, selling an estimated $15.2K and leaving 400 shares worth $33.6K. The position accounts for 0.02% of the portfolio, ranked #176.

Holos Integrated Wealth first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.9K in Q4 2024. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Holos Integrated Wealth held 400 shares of Coca-Cola worth $33.6K as of Q2 2026.
Holos Integrated Wealth sold 192 Coca-Cola shares in Q2 2026, an estimated $15.2K.
Coca-Cola made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #176 holding.
Holos Integrated Wealth first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Coca-Cola position peaked at $64.9K in Q4 2024.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.