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Omnia Family Wealth’s Coca-Cola KO Stock Holding History

Omnia Family 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 		$255K Sell
3,113
-27
-0.9% -$2.13K 0.07% 81
2026
Q1 		$240K Sell
3,140
-927
-23% -$70.1K 0.08% 77
2025
Q4 		$284K Sell
4,067
-848
-17% -$59.1K 0.08% 78
2025
Q3 		$328K Sell
4,915
-478
-9% -$32.9K 0.11% 68
2025
Q2 		$384K Buy
5,393
+1,229
+30% +$87.5K 0.14% 51
2025
Q1 		$300K Buy
+4,164
New +$278K 0.13% 60
2024
Q4 		– Sell
-3,079
Closed -$223K – 81
2024
Q3 		$223K Buy
+3,079
New +$211K 0.1% 73
2020
Q1 		– Sell
-4,079
Closed -$226K – 83
2019
Q4 		$226K Hold
4,079
– – 0.1% 86
2019
Q3 		$224K Sell
4,079
-104
-2% -$5.57K 0.16% 79
2019
Q2 		$215K Sell
4,183
-252
-6% -$12.4K 0.11% 88
2019
Q1 		$210K Sell
4,435
-189
-4% -$8.84K 0.1% 85
2018
Q4 		$219K Buy
4,624
+187
+4% +$8.95K 0.12% 82
2018
Q3 		$207K Sell
4,437
-120
-3% -$5.48K 0.09% 87
2018
Q2 		$202K Sell
4,557
-309
-6% -$13.3K 0.09% 87
2018
Q1 		$213K Sell
4,866
-3,090
-39% -$139K 0.1% 85
2017
Q4 		$365K Buy
7,956
+531
+7% +$24.4K 0.17% 54
2017
Q3 		$337K Sell
7,425
-405
-5% -$18.4K 0.16% 52
2017
Q2 		$354K Buy
7,830
+174
+2% +$7.69K 0.17% 51
2017
Q1 		$328K Sell
7,656
-473
-6% -$19.7K 0.16% 58
2016
Q4 		$337K Buy
+8,129
New +$338K 0.17% 63

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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Omnia Family Wealth's KO Position: Q2 2026 in Review

Omnia Family Wealth reduced its Coca-Cola (KO) stake by 0.86% in Q2 2026, selling an estimated $2.13K and leaving 3,113 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #81.

Omnia Family Wealth first reported a position in KO in Q4 2016 and has held it in 20 quarters since. The position peaked at $384K in Q2 2025. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Omnia Family Wealth held 3,113 shares of Coca-Cola worth $255K as of Q2 2026.
  • Omnia Family Wealth sold 27 Coca-Cola shares in Q2 2026, an estimated $2.13K.
  • Coca-Cola made up 0.07% of Omnia Family Wealth's portfolio in Q2 2026, its #81 holding.
  • Omnia Family Wealth first reported a position in Coca-Cola in Q4 2016 and has held it in 20 quarters since.
  • Omnia Family Wealth's Coca-Cola position peaked at $384K in Q2 2025.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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