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

LongView 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	$2.77M	Sell	34,129 -14,955	-30%	-$1.18M	0.71%	37
2026 Q1	$3.73M	Sell	49,084 -1,703	-3%	-$129K	0.94%	28
2025 Q4	$3.58M	Buy	50,787 +1,588	+3%	+$111K	0.86%	29
2025 Q3	$3.26M	Buy	49,199 +112	+0.2%	+$7.71K	0.88%	31
2025 Q2	$3.47M	Sell	49,087 -195	-0.4%	-$13.9K	1.05%	24
2025 Q1	$3.53M	Buy	49,282 +100	+0.2%	+$6.68K	1.06%	28
2024 Q4	$3.06M	Buy	49,182 +5,809	+13%	+$379K	0.93%	29
2024 Q3	$3.12M	Buy	43,373 +312	+0.7%	+$21.4K	0.99%	28
2024 Q2	$2.74M	Buy	43,061 +8,661	+25%	+$536K	1.01%	26
2024 Q1	$2.1M	Sell	34,400 -4,530	-12%	-$272K	0.83%	31
2023 Q4	$2.34M	Buy	+38,930	New	+$2.21M	1.04%	24

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

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

LongView Wealth Management reduced its Coca-Cola (KO) stake by 30% in Q2 2026, selling an estimated $1.18M and leaving 34,129 shares worth $2.77M. The position accounts for 0.71% of the portfolio, ranked #37.

LongView Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.73M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold KO as of Q2 2026.

LongView Wealth Management held 34,129 shares of Coca-Cola worth $2.77M as of Q2 2026.
LongView Wealth Management sold 14,955 Coca-Cola shares in Q2 2026, an estimated $1.18M.
Coca-Cola made up 0.71% of LongView Wealth Management's portfolio in Q2 2026, its #37 holding.
LongView Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Coca-Cola position peaked at $3.73M in Q1 2026.
1,652 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.