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Members Wealth’s Coca-Cola KO Stock Holding History

Members Wealth’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 		$1.53M Buy
18,824
+19
+0.1% +$1.5K 0.84% 28
2026
Q1 		$1.4M Buy
18,805
+92
+0.5% +$6.96K 0.84% 28
2025
Q4 		$1.36M Sell
18,713
-84
-0.4% -$5.86K 0.85% 27
2025
Q3 		$1.26M Buy
+18,797
New +$1.29M 0.8% 30
2025
Q1 		$1.43M Buy
19,946
+28
+0.1% +$1.87K 1.08% 24
2024
Q4 		$1.37M Buy
+19,918
New +$1.3M 1.02% 25
2024
Q2 		$1.36M Buy
+19,311
New +$1.2M 0.91% 29

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

Members Wealth's KO Position: Q2 2026 in Review

Members Wealth increased its Coca-Cola (KO) stake by 0.1% in Q2 2026, buying an estimated $1.5K and bringing the position to 18,824 shares worth $1.53M. The position accounts for 0.84% of the portfolio, ranked #28.

Members Wealth first reported a position in KO in Q2 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Members Wealth held 18,824 shares of Coca-Cola worth $1.53M as of Q2 2026.
  • Members Wealth bought 19 Coca-Cola shares in Q2 2026, an estimated $1.5K.
  • Coca-Cola made up 0.84% of Members Wealth's portfolio in Q2 2026, its #28 holding.
  • Members Wealth first reported a position in Coca-Cola in Q2 2024 and has held it in 7 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.