Juncture Wealth Strategies’s Coca-Cola KO Stock Holding History

Juncture Wealth Strategies’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	$354K	Buy	4,362 +3	+0.1%	+$237	0.09%	136
2026 Q1	$332K	Sell	4,359 -37	-0.8%	-$2.8K	0.11%	102
2025 Q4	$307K	Buy	4,396 +1	+0%	+$70	0.1%	101
2025 Q3	$291K	Buy	4,395 +1	+0%	+$69	0.1%	103
2025 Q2	$311K	Buy	4,394 +1	+0%	+$71	0.11%	96
2025 Q1	$315K	Hold	4,393	–	–	0.12%	99
2024 Q4	$274K	Sell	4,393 -62	-1%	-$4.05K	0.1%	112
2024 Q3	$320K	Buy	+4,455	New	+$305K	0.12%	97
2015 Q1	–	Sell	-6,608	Closed	-$278K	–	78
2014 Q4	$278K	Buy	+6,608	New	+$282K	0.13%	69

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

Juncture Wealth Strategies's KO Position: Q2 2026 in Review

Juncture Wealth Strategies increased its Coca-Cola (KO) stake by 0.07% in Q2 2026, buying an estimated $237 and bringing the position to 4,362 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #136.

Juncture Wealth Strategies first reported a position in KO in Q4 2014 and has held it in 9 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Juncture Wealth Strategies held 4,362 shares of Coca-Cola worth $354K as of Q2 2026.
Juncture Wealth Strategies bought 3 Coca-Cola shares in Q2 2026, an estimated $237.
Coca-Cola made up 0.09% of Juncture Wealth Strategies's portfolio in Q2 2026, its #136 holding.
Juncture Wealth Strategies first reported a position in Coca-Cola in Q4 2014 and has held it in 9 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.