Paragon Private Wealth Management’s Coca-Cola KO Stock Holding History

Paragon Private Wealth 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	$709K	Buy	8,726 +123	+1%	+$9.71K	0.19%	127
2026 Q1	$654K	Buy	8,603 +1,165	+16%	+$88.1K	0.2%	121
2025 Q4	$520K	Buy	7,438 +759	+11%	+$52.9K	0.16%	138
2025 Q3	$443K	Buy	6,679 +1,237	+23%	+$85.1K	0.15%	151
2025 Q2	$385K	Buy	5,442 +656	+14%	+$46.7K	0.15%	147
2025 Q1	$343K	Buy	4,786 +557	+13%	+$37.2K	0.16%	140
2024 Q4	$263K	Buy	4,229 +458	+12%	+$29.9K	0.12%	148
2024 Q3	$271K	Buy	+3,771	New	+$258K	0.13%	136
2024 Q2	–	Sell	-3,595	Closed	-$220K	–	160
2024 Q1	$220K	Buy	3,595 +83	+2%	+$4.99K	0.13%	137
2023 Q4	$207K	Buy	+3,512	New	+$199K	0.14%	134
2023 Q2	–	Sell	-3,317	Closed	-$206K	–	133
2023 Q1	$206K	Hold	3,317	–	–	0.17%	124
2022 Q4	$211K	Buy	+3,317	New	+$200K	0.19%	122
2022 Q3	–	Sell	-3,366	Closed	-$212K	–	127
2022 Q2	$212K	Hold	3,366	–	–	0.23%	104
2022 Q1	$212K	Buy	+3,366	New	+$205K	0.21%	105

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Paragon Private Wealth Management's KO Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $9.71K and bringing the position to 8,726 shares worth $709K. The position accounts for 0.19% of the portfolio, ranked #127.

Paragon Private Wealth Management first reported a position in KO in Q1 2022 and has held it in 14 quarters since. 1,689 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Paragon Private Wealth Management held 8,726 shares of Coca-Cola worth $709K as of Q2 2026.
Paragon Private Wealth Management bought 123 Coca-Cola shares in Q2 2026, an estimated $9.71K.
Coca-Cola made up 0.19% of Paragon Private Wealth Management's portfolio in Q2 2026, its #127 holding.
Paragon Private Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 14 quarters since.
1,689 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.