Keyes Stange & Wooten Wealth Management’s Coca-Cola KO Stock Holding History

Keyes Stange & Wooten 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	$349K	Sell	4,293 -101	-2%	-$7.98K	0.14%	57
2026 Q1	$334K	Buy	4,394 +194	+5%	+$14.7K	0.15%	53
2025 Q4	$294K	Buy	4,200 +61	+1%	+$4.25K	0.14%	54
2025 Q3	$274K	Buy	4,139 +30	+0.7%	+$2.06K	0.13%	57
2025 Q2	$291K	Buy	4,109 +28	+0.7%	+$2K	0.15%	58
2025 Q1	$292K	Hold	4,081	–	–	0.17%	51
2024 Q4	$254K	Buy	4,081 +57	+1%	+$3.72K	0.15%	61
2024 Q3	$289K	Buy	4,024 +30	+0.8%	+$2.05K	0.17%	55
2024 Q2	$254K	Buy	3,994 +31	+0.8%	+$1.92K	0.18%	52
2024 Q1	$242K	Hold	3,963	–	–	0.21%	55
2023 Q4	$234K	Buy	+3,963	New	+$225K	0.25%	50

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

Keyes Stange & Wooten Wealth Management's KO Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $7.98K and leaving 4,293 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #57.

Keyes Stange & Wooten Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Keyes Stange & Wooten Wealth Management held 4,293 shares of Coca-Cola worth $349K as of Q2 2026.
Keyes Stange & Wooten Wealth Management sold 101 Coca-Cola shares in Q2 2026, an estimated $7.98K.
Coca-Cola made up 0.14% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #57 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.