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Peterson Wealth Services’s Coca-Cola KO Stock Holding History

Peterson Wealth Services’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 		$81.4K Hold
1,002
– – 0.02% 154
2026
Q1 		$76.2K Hold
1,002
– – 0.02% 154
2025
Q4 		$70K Sell
1,002
-3,090
-76% -$215K 0.02% 147
2025
Q3 		$133K Buy
+4,092
New +$282K 0.03% 142

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

Peterson Wealth Services's KO Position: Q2 2026 in Review

Peterson Wealth Services held its Coca-Cola (KO) position steady in Q2 2026 at 1,002 shares worth $81.4K. The position accounts for 0.02% of the portfolio, ranked #154.

Peterson Wealth Services first reported a position in KO in Q3 2025 and has held it in 4 quarters since. The position peaked at $133K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Peterson Wealth Services held 1,002 shares of Coca-Cola worth $81.4K as of Q2 2026.
  • Peterson Wealth Services left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.02% of Peterson Wealth Services's portfolio in Q2 2026, its #154 holding.
  • Peterson Wealth Services first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • Peterson Wealth Services's Coca-Cola position peaked at $133K in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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