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Petros Family Wealth’s Coca-Cola KO Stock Holding History

Petros Family Wealth’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 		$1.08M Buy
13,276
+399
+3% +$31.5K 0.66% 42
2026
Q1 		$979K Buy
12,877
+8,536
+197% +$645K 0.7% 43
2025
Q4 		$303K Buy
+4,341
New +$303K 0.2% 107

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Petros Family Wealth's KO Position: Q2 2026 in Review

Petros Family Wealth increased its Coca-Cola (KO) stake by 3.1% in Q2 2026, buying an estimated $31.5K and bringing the position to 13,276 shares worth $1.08M. The position accounts for 0.66% of the portfolio, ranked #42.

Petros Family Wealth first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,334 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Petros Family Wealth held 13,276 shares of Coca-Cola worth $1.08M as of Q2 2026.
  • Petros Family Wealth bought 399 Coca-Cola shares in Q2 2026, an estimated $31.5K.
  • Coca-Cola made up 0.66% of Petros Family Wealth's portfolio in Q2 2026, its #42 holding.
  • Petros Family Wealth first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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