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Innova Wealth Partners’s Coca-Cola KO Stock Holding History

Innova Wealth Partners’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 		$275K Buy
3,383
+98
+3% +$7.74K 0.11% 142
2026
Q1 		$250K Buy
3,285
+257
+8% +$19.4K 0.12% 133
2025
Q4 		$212K Buy
+3,028
New +$211K 0.11% 143

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Innova Wealth Partners's KO Position: Q2 2026 in Review

Innova Wealth Partners increased its Coca-Cola (KO) stake by 3% in Q2 2026, buying an estimated $7.74K and bringing the position to 3,383 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #142.

Innova Wealth Partners first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,693 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Innova Wealth Partners held 3,383 shares of Coca-Cola worth $275K as of Q2 2026.
  • Innova Wealth Partners bought 98 Coca-Cola shares in Q2 2026, an estimated $7.74K.
  • Coca-Cola made up 0.11% of Innova Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Innova Wealth Partners first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 1,693 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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