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One Wealth Capital Management’s Coca-Cola KO Stock Holding History

One Wealth Capital Management’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 		$636K Buy
7,831
+4,639
+145% +$366K 0.18% 85
2026
Q1 		$250K Sell
3,192
-923
-22% -$69.8K 0.11% 99
2025
Q4 		$288K Buy
4,115
+621
+18% +$43.3K 0.12% 101
2025
Q3 		$232K Sell
3,494
-89
-2% -$6.13K 0.1% 107
2025
Q2 		$253K Buy
3,583
+33
+0.9% +$2.35K 0.12% 89
2025
Q1 		$254K Buy
3,550
+33
+0.9% +$2.2K 0.14% 88
2024
Q4 		$219K Buy
+3,517
New +$230K 0.11% 101

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

One Wealth Capital Management's KO Position: Q2 2026 in Review

One Wealth Capital Management increased its Coca-Cola (KO) stake by 145% in Q2 2026, buying an estimated $366K and bringing the position to 7,831 shares worth $636K. The position accounts for 0.18% of the portfolio, ranked #85.

One Wealth Capital Management first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • One Wealth Capital Management held 7,831 shares of Coca-Cola worth $636K as of Q2 2026.
  • One Wealth Capital Management bought 4,639 Coca-Cola shares in Q2 2026, an estimated $366K.
  • Coca-Cola made up 0.18% of One Wealth Capital Management's portfolio in Q2 2026, its #85 holding.
  • One Wealth Capital Management first reported a position in Coca-Cola in Q4 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 One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.