Olistico Wealth’s Coca-Cola KO Stock Holding History

Olistico 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	$1.18M	Hold	14,563	–	–	0.51%	44
2026 Q1	$1.11M	Buy	14,563 +4,172	+40%	+$315K	0.55%	45
2025 Q4	$726K	Hold	10,391	–	–	0.35%	53
2025 Q3	$689K	Sell	10,391 -89	-0.8%	-$6.13K	0.36%	52
2025 Q2	$741K	Buy	10,480 +59	+0.6%	+$4.2K	0.41%	48
2025 Q1	$746K	Hold	10,421	–	–	0.46%	42
2024 Q4	$649K	Sell	10,421 -17	-0.2%	-$1.11K	0.38%	47
2024 Q3	$750K	Buy	10,438 +29	+0.3%	+$1.99K	0.46%	42
2024 Q2	$663K	Buy	10,409 +1	+0%	+$62	0.42%	49
2024 Q1	$637K	Buy	10,408 +2,065	+25%	+$124K	0.46%	51
2023 Q4	$492K	Sell	8,343 -103	-1%	-$5.85K	0.38%	59
2023 Q3	$473K	Buy	8,446 +713	+9%	+$42.8K	0.42%	61
2023 Q2	$466K	Sell	7,733 -3,840	-33%	-$239K	0.4%	61
2023 Q1	$718K	Buy	11,573 +497	+4%	+$30.1K	0.69%	36
2022 Q4	$705K	Buy	+11,076	New	+$669K	0.76%	35

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Olistico Wealth's KO Position: Q2 2026 in Review

Olistico Wealth held its Coca-Cola (KO) position steady in Q2 2026 at 14,563 shares worth $1.18M. The position accounts for 0.51% of the portfolio, ranked #44.

Olistico Wealth first reported a position in KO in Q4 2022 and has held it in 15 quarters since. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Olistico Wealth held 14,563 shares of Coca-Cola worth $1.18M as of Q2 2026.
Olistico Wealth left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.51% of Olistico Wealth's portfolio in Q2 2026, its #44 holding.
Olistico Wealth first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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