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McGlone Suttner Wealth Management’s Coca-Cola KO Stock Holding History

McGlone Suttner 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 		$1.54M Buy
18,959
+493
+3% +$38.9K 0.18% 62
2026
Q1 		$1.4M Buy
18,466
+477
+3% +$36.1K 0.19% 62
2025
Q4 		$1.26M Buy
17,989
+614
+4% +$42.8K 0.17% 62
2025
Q3 		$1.15M Sell
17,375
-180
-1% -$12.4K 0.16% 65
2025
Q2 		$1.24M Buy
17,555
+259
+1% +$18.4K 0.19% 58
2025
Q1 		$1.24M Buy
17,296
+704
+4% +$47K 0.2% 53
2024
Q4 		$1.03M Buy
16,592
+1,359
+9% +$88.7K 0.17% 62
2024
Q3 		$1.09M Sell
15,233
-883
-5% -$60.5K 0.23% 56
2024
Q2 		$950K Buy
16,116
+16
+0.1% +$990 0.2% 56
2024
Q1 		$985K Sell
16,100
-16
-0.1% -$961 0.18% 62
2023
Q4 		$950K Buy
16,116
+600
+4% +$34.1K 0.19% 56
2023
Q3 		$869K Buy
15,516
+595
+4% +$35.7K 0.2% 56
2023
Q2 		$899K Buy
14,921
+50
+0.3% +$3.11K 0.21% 55
2023
Q1 		$922K Buy
14,871
+312
+2% +$18.9K 0.24% 45
2022
Q4 		$926K Buy
+14,559
New +$879K 0.29% 47

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

McGlone Suttner Wealth Management's KO Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Coca-Cola (KO) stake by 2.7% in Q2 2026, buying an estimated $38.9K and bringing the position to 18,959 shares worth $1.54M. The position accounts for 0.18% of the portfolio, ranked #62.

McGlone Suttner Wealth Management first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • McGlone Suttner Wealth Management held 18,959 shares of Coca-Cola worth $1.54M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 493 Coca-Cola shares in Q2 2026, an estimated $38.9K.
  • Coca-Cola made up 0.18% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #62 holding.
  • McGlone Suttner Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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