OWP
KO icon

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

ORG 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 		$865K Buy
10,638
+779
+8% +$61.5K 0.13% 88
2026
Q1 		$750K Buy
9,859
+4,987
+102% +$377K 0.15% 89
2025
Q4 		$341K Sell
4,872
-3,816
-44% -$266K 0.08% 151
2025
Q3 		$576K Buy
8,688
+579
+7% +$39.9K 0.12% 113
2025
Q2 		$581K Buy
8,109
+828
+11% +$59K 0.14% 103
2025
Q1 		$523K Buy
7,281
+6,596
+963% +$441K 0.16% 109
2024
Q4 		$42.7K Sell
685
-115
-14% -$7.51K 0.01% 260
2024
Q3 		$57.5K Buy
+800
New +$54.8K 0.02% 237

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

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

ORG Wealth Partners increased its Coca-Cola (KO) stake by 7.9% in Q2 2026, buying an estimated $61.5K and bringing the position to 10,638 shares worth $865K. The position accounts for 0.13% of the portfolio, ranked #88.

ORG Wealth Partners first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • ORG Wealth Partners held 10,638 shares of Coca-Cola worth $865K as of Q2 2026.
  • ORG Wealth Partners bought 779 Coca-Cola shares in Q2 2026, an estimated $61.5K.
  • Coca-Cola made up 0.13% of ORG Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • ORG Wealth Partners first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.