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Moller Wealth Partners’s Coca-Cola KO Stock Holding History

Moller Wealth Partners’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 		$282K Buy
+3,464
New +$274K 0.05% 64
2019
Q1 		– Sell
-6,200
Closed -$292K – 61
2018
Q4 		$292K Buy
+6,200
New +$297K 0.19% 51

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

Moller Wealth Partners's KO Position: Q2 2026 in Review

Moller Wealth Partners opened a new position in Coca-Cola (KO) in Q2 2026: 3,464 shares worth $282K. The stake represents 0.05% of the portfolio and ranks #64 among its holdings. This is a return to the name: Moller Wealth Partners previously reported a position in KO as recently as Q4 2018.

Moller Wealth Partners first reported a position in KO in Q4 2018 and has held it in 2 quarters since. The position peaked at $292K in Q4 2018. 1,459 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Moller Wealth Partners held 3,464 shares of Coca-Cola worth $282K as of Q2 2026.
  • Coca-Cola was a new Moller Wealth Partners position in Q2 2026.
  • Coca-Cola made up 0.05% of Moller Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Moller Wealth Partners first reported a position in Coca-Cola in Q4 2018 and has held it in 2 quarters since.
  • Moller Wealth Partners's Coca-Cola position peaked at $292K in Q4 2018.
  • 1,459 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.