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Laurel Oak Wealth Management’s Coca-Cola KO Stock Holding History

Laurel Oak 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 		$826K Sell
10,159
-1,268
-11% -$100K 0.12% 142
2026
Q1 		$869K Buy
11,427
+306
+3% +$23.1K 0.15% 126
2025
Q4 		$777K Buy
+11,121
New +$775K 0.13% 138

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Laurel Oak Wealth Management's KO Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Coca-Cola (KO) stake by 11% in Q2 2026, selling an estimated $100K and leaving 10,159 shares worth $826K. The position accounts for 0.12% of the portfolio, ranked #142.

Laurel Oak Wealth Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $869K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Laurel Oak Wealth Management held 10,159 shares of Coca-Cola worth $826K as of Q2 2026.
  • Laurel Oak Wealth Management sold 1,268 Coca-Cola shares in Q2 2026, an estimated $100K.
  • Coca-Cola made up 0.12% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Laurel Oak Wealth Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Coca-Cola position peaked at $869K in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.