Invictus Private Wealth’s Coca-Cola KO Stock Holding History

Invictus Private 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	$873K	Buy	10,746 +46	+0.4%	+$3.63K	0.05%	42
2026 Q1	$814K	Hold	10,700	–	–	0.05%	43
2025 Q4	$748K	Hold	10,700	–	–	0.05%	44
2025 Q3	$710K	Sell	10,700 -951	-8%	-$65.5K	0.04%	47
2025 Q2	$824K	Sell	11,651 -469	-4%	-$33.4K	0.06%	43
2025 Q1	$868K	Sell	12,120 -1,244	-9%	-$83.1K	0.07%	41
2024 Q4	$832K	Sell	13,364 -409	-3%	-$26.7K	0.06%	44
2024 Q3	$990K	Sell	13,773 -650	-5%	-$44.5K	0.08%	37
2024 Q2	$918K	Sell	14,423 -492	-3%	-$30.5K	0.08%	38
2024 Q1	$913K	Sell	14,915 -580	-4%	-$34.8K	0.08%	37
2023 Q4	$913K	Sell	15,495 -515	-3%	-$29.3K	0.09%	36
2023 Q3	$896K	Sell	16,010 -9	-0.1%	-$540	0.1%	39
2023 Q2	$965K	Sell	16,019 -1,007	-6%	-$62.6K	0.1%	38
2023 Q1	$1.06M	Sell	17,026 -424	-2%	-$25.7K	0.12%	38
2022 Q4	$1.11M	Buy	+17,450	New	+$1.05M	0.14%	38

Other funds holding KO

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Invictus Private Wealth's KO Position: Q2 2026 in Review

Invictus Private Wealth increased its Coca-Cola (KO) stake by 0.43% in Q2 2026, buying an estimated $3.63K and bringing the position to 10,746 shares worth $873K. The position accounts for 0.05% of the portfolio, ranked #42.

Invictus Private Wealth first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Invictus Private Wealth held 10,746 shares of Coca-Cola worth $873K as of Q2 2026.
Invictus Private Wealth bought 46 Coca-Cola shares in Q2 2026, an estimated $3.63K.
Coca-Cola made up 0.05% of Invictus Private Wealth's portfolio in Q2 2026, its #42 holding.
Invictus Private Wealth first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
Invictus Private Wealth's Coca-Cola position peaked at $1.11M in Q4 2022.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.