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Pathfinder Wealth Consulting’s Coca-Cola KO Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-6,286
Closed -$478K – 80
2026
Q1 		$478K Sell
6,286
-28
-0.4% -$2.12K 0.31% 77
2025
Q4 		$441K Buy
+6,314
New +$440K 0.28% 84

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

Pathfinder Wealth Consulting's KO Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 6,286 shares — an estimated $478K sold.

Pathfinder Wealth Consulting first reported a position in KO in Q4 2025 and held it in 2 quarters. The position peaked at $478K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 6,286 Coca-Cola shares in Q2 2026, an estimated $478K.
  • Pathfinder Wealth Consulting first reported a position in Coca-Cola in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Coca-Cola position peaked at $478K in Q1 2026.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.