Kaydan Wealth Management’s Coca-Cola KO Stock Holding History

Kaydan 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	$537K	Hold	6,608	–	–	0.16%	68
2026 Q1	$503K	Hold	6,608	–	–	0.17%	64
2025 Q4	$462K	Buy	6,608 +1	+0%	+$70	0.13%	68
2025 Q3	$438K	Buy	6,607 +23	+0.3%	+$1.58K	0.13%	74
2025 Q2	$466K	Hold	6,584	–	–	0.15%	65
2025 Q1	$472K	Sell	6,584 -143	-2%	-$9.55K	0.15%	66
2024 Q4	$419K	Buy	6,727 +1	+0%	+$65	0.14%	68
2024 Q3	$483K	Hold	6,726	–	–	0.14%	62
2024 Q2	$428K	Buy	6,726 +119	+2%	+$7.37K	0.15%	68
2024 Q1	$404K	Buy	6,607 +727	+12%	+$43.7K	0.14%	67
2023 Q4	$347K	Hold	5,880	–	–	0.14%	73
2023 Q3	$329K	Hold	5,880	–	–	0.13%	73
2023 Q2	$354K	Hold	5,880	–	–	0.15%	69
2023 Q1	$365K	Sell	5,880 -33	-0.6%	-$2K	0.15%	66
2022 Q4	$376K	Hold	5,913	–	–	0.15%	63
2022 Q3	$331K	Sell	5,913 -176	-3%	-$10.9K	0.18%	62
2022 Q2	$383K	Sell	6,089 -1	-0%	-$63	0.21%	59
2022 Q1	$378K	Hold	6,090	–	–	0.17%	75
2021 Q4	$361K	Buy	+6,090	New	+$339K	0.14%	79

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

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

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

Kaydan Wealth Management's KO Position: Q2 2026 in Review

Kaydan Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 6,608 shares worth $537K. The position accounts for 0.16% of the portfolio, ranked #68.

Kaydan Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Kaydan Wealth Management held 6,608 shares of Coca-Cola worth $537K as of Q2 2026.
Kaydan Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.16% of Kaydan Wealth Management's portfolio in Q2 2026, its #68 holding.
Kaydan Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.