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McKinley Carter Wealth Services’s Coca-Cola KO Stock Holding History

McKinley Carter Wealth Services’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 		$877K Sell
10,787
-323
-3% -$25.5K 0.05% 184
2026
Q1 		$845K Buy
11,110
+657
+6% +$49.7K 0.05% 181
2025
Q4 		$731K Sell
10,453
-128
-1% -$8.92K 0.04% 192
2025
Q3 		$702K Buy
10,581
+590
+6% +$40.6K 0.04% 194
2025
Q2 		$707K Sell
9,991
-158
-2% -$11.3K 0.04% 182
2025
Q1 		$727K Buy
10,149
+16
+0.2% +$1.07K 0.04% 175
2024
Q4 		$631K Buy
10,133
+39
+0.4% +$2.55K 0.04% 184
2024
Q3 		$725K Buy
10,094
+1,955
+24% +$134K 0.04% 183
2024
Q2 		$518K Sell
8,139
-312
-4% -$19.3K 0.03% 205
2024
Q1 		$517K Buy
8,451
+200
+2% +$12K 0.03% 204
2023
Q4 		$486K Sell
8,251
-2,313
-22% -$131K 0.04% 200
2023
Q3 		$591K Buy
10,564
+831
+9% +$49.8K 0.05% 184
2023
Q2 		$586K Sell
9,733
-3,047
-24% -$190K 0.04% 190
2023
Q1 		$793K Buy
12,780
+165
+1% +$9.99K 0.06% 164
2022
Q4 		$802K Sell
12,615
-1,485
-11% -$89.7K 0.07% 157
2022
Q3 		$790K Sell
14,100
-3,272
-19% -$203K 0.07% 147
2022
Q2 		$1.09M Sell
17,372
-573
-3% -$36.3K 0.1% 130
2022
Q1 		$1.11M Sell
17,945
-14,554
-45% -$885K 0.09% 138
2021
Q4 		$1.92M Sell
32,499
-2,764
-8% -$154K 0.14% 108
2021
Q3 		$1.85M Buy
35,263
+1,119
+3% +$62.4K 0.15% 105
2021
Q2 		$1.85M Buy
34,144
+245
+0.7% +$13.3K 0.15% 106
2021
Q1 		$1.79M Buy
33,899
+5,505
+19% +$277K 0.15% 114
2020
Q4 		$1.56M Buy
28,394
+4,399
+18% +$227K 0.2% 101
2020
Q3 		$1.19M Buy
23,995
+2,772
+13% +$133K 0.27% 70
2020
Q2 		$948K Buy
21,223
+2,200
+12% +$101K 0.23% 75
2020
Q1 		$842K Buy
19,023
+3,296
+21% +$178K 0.25% 74
2019
Q4 		$871K Buy
15,727
+294
+2% +$15.8K 0.2% 85
2019
Q3 		$840K Buy
15,433
+1,782
+13% +$95.4K 0.21% 82
2019
Q2 		$695K Buy
13,651
+215
+2% +$10.5K 0.19% 90
2019
Q1 		$630K Buy
13,436
+1,470
+12% +$68.8K 0.18% 96
2018
Q4 		$567K Sell
11,966
-175
-1% -$8.38K 0.19% 95
2018
Q3 		$561K Sell
12,141
-874
-7% -$39.9K 0.17% 94
2018
Q2 		$571K Buy
13,015
+2,881
+28% +$124K 0.18% 90
2018
Q1 		$440K Buy
10,134
+1,127
+13% +$50.6K 0.14% 99
2017
Q4 		$413K Buy
9,007
+1,691
+23% +$77.7K 0.14% 103
2017
Q3 		$329K Buy
7,316
+2,452
+50% +$112K 0.13% 116
2017
Q2 		$218K Buy
+4,864
New +$215K 0.1% 125
2014
Q1 		– Sell
-6,436
Closed -$266K – 114
2013
Q4 		$266K Sell
6,436
-1,083
-14% -$42.7K 0.26% 93
2013
Q3 		$285K Buy
+7,519
New +$297K 0.34% 64

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

McKinley Carter Wealth Services's KO Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Coca-Cola (KO) stake by 2.9% in Q2 2026, selling an estimated $25.5K and leaving 10,787 shares worth $877K. The position accounts for 0.05% of the portfolio, ranked #184.

McKinley Carter Wealth Services first reported a position in KO in Q3 2013 and has held it in 39 quarters since. The position peaked at $1.92M in Q4 2021. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • McKinley Carter Wealth Services held 10,787 shares of Coca-Cola worth $877K as of Q2 2026.
  • McKinley Carter Wealth Services sold 323 Coca-Cola shares in Q2 2026, an estimated $25.5K.
  • Coca-Cola made up 0.05% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #184 holding.
  • McKinley Carter Wealth Services first reported a position in Coca-Cola in Q3 2013 and has held it in 39 quarters since.
  • McKinley Carter Wealth Services's Coca-Cola position peaked at $1.92M in Q4 2021.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.