Onyx Bridge Wealth Group’s Coca-Cola KO Stock Holding History

Onyx Bridge Wealth Group’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	$656K	Buy	8,072 +29	+0.4%	+$2.29K	0.06%	203
2026 Q1	$612K	Buy	8,043 +27	+0.3%	+$2.04K	0.07%	191
2025 Q4	$560K	Buy	8,016 +461	+6%	+$32.1K	0.06%	204
2025 Q3	$501K	Buy	7,555 +1,698	+29%	+$117K	0.05%	217
2025 Q2	$414K	Buy	5,857 +44	+0.8%	+$3.13K	0.05%	191
2025 Q1	$416K	Buy	5,813 +76	+1%	+$5.08K	0.06%	180
2024 Q4	$357K	Sell	5,737 -258	-4%	-$16.8K	0.05%	191
2024 Q3	$431K	Buy	5,995 +29	+0.5%	+$1.99K	0.07%	175
2024 Q2	$380K	Buy	5,966 +4	+0.1%	+$248	0.06%	174
2024 Q1	$368K	Buy	5,962 +172	+3%	+$10.3K	0.07%	174
2023 Q4	$341K	Buy	5,790 +2,081	+56%	+$118K	0.07%	174
2023 Q3	$208K	Buy	3,709 +175	+5%	+$10.5K	0.05%	210
2023 Q2	$213K	Buy	+3,534	New	+$220K	0.05%	212

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Onyx Bridge Wealth Group's KO Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Coca-Cola (KO) stake by 0.36% in Q2 2026, buying an estimated $2.29K and bringing the position to 8,072 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #203.

Onyx Bridge Wealth Group first reported a position in KO in Q2 2023 and has held it in 13 quarters since. 1,364 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Onyx Bridge Wealth Group held 8,072 shares of Coca-Cola worth $656K as of Q2 2026.
Onyx Bridge Wealth Group bought 29 Coca-Cola shares in Q2 2026, an estimated $2.29K.
Coca-Cola made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #203 holding.
Onyx Bridge Wealth Group first reported a position in Coca-Cola in Q2 2023 and has held it in 13 quarters since.
1,364 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.